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 | $74,483 | $63,346+17.6% | $92,233-19.2% | $70,131+6.2% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 14.37% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,312 | $2,471-46.9% | $3,679-64.3% | $2,342-44.0% |
| Participant deferral / active EE | $3,824 | $2,854+34.0% | $3,897-1.9% | $3,332+14.8% |
| Admin fee / account holder | $24,251 | $3,840+531.5% | $5,194+366.9% | $4,645+422.1% |