See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,842 | $79,171-4.2% | $102,423-26.0% | $74,495+1.8% |
| Participation rate | 94.9% | 74.8%+20.1pp | 76.5%+18.4pp | 67.2%+27.7pp |
| Annual return | 15.74% | 54.93%-39.2pp | 29.32%-13.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $4,798 | $2,362+103.1% | $3,023+58.7% | $2,623+82.9% |
| Participant deferral / active EE | $6,691 | $4,415+51.5% | $5,053+32.4% | $4,346+54.0% |
| Admin fee / account holder | $15,595 | $2,001+679.5% | $9,451+65.0% | $1,942+703.1% |