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 | $77,404 | $61,605+25.6% | $112,229-31.0% | $75,163+3.0% |
| Participation rate | 80.0% | 61.7%+18.3pp | 72.4%+7.6pp | 67.2%+12.8pp |
| Annual return | 17.88% | 28.47%-10.6pp | 30.20%-12.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,308 | $2,015+64.1% | $3,430-3.6% | $2,670+23.9% |
| Participant deferral / active EE | $5,278 | $3,108+69.8% | $4,798+10.0% | $4,125+28.0% |
| Admin fee / account holder | $13,314 | $4,862+173.8% | $7,748+71.8% | $5,651+135.6% |