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 | $72,755 | $58,208+25.0% | $81,812-11.1% | $80,856-10.0% |
| Participation rate | 79.3% | 63.4%+15.9pp | 72.3%+7.0pp | 67.6%+11.7pp |
| Annual return | 11.96% | 41.66%-29.7pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $4,514 | $2,340+92.9% | $2,912+55.0% | $2,755+63.8% |
| Participant deferral / active EE | $6,219 | $3,281+89.6% | $4,319+44.0% | $4,296+44.8% |
| Admin fee / account holder | $7,988 | $4,981+60.4% | $7,386+8.2% | $6,918+15.5% |