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 | $74,574 | $54,705+36.3% | $71,209+4.7% | $84,808-12.1% |
| Participation rate | 89.7% | 64.1%+25.6pp | 73.8%+15.9pp | 68.3%+21.3pp |
| Annual return | 14.39% | 35.90%-21.5pp | 282.51%-268.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,918 | $2,158-11.1% | $2,721-29.5% | $2,631-27.1% |
| Participant deferral / active EE | $6,159 | $3,030+103.3% | $4,175+47.5% | $4,212+46.3% |
| Admin fee / account holder | $5,782 | $4,863+18.9% | $5,349+8.1% | $7,344-21.3% |