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 | $76,869 | $63,346+21.3% | $92,233-16.7% | $70,131+9.6% |
| Participation rate | 92.5% | 68.7%+23.8pp | 76.5%+16.0pp | 69.5%+23.0pp |
| Annual return | 13.54% | 530.12%-516.6pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $7,685 | $2,471+211.0% | $3,679+108.9% | $2,342+228.1% |
| Participant deferral / active EE | $4,646 | $2,854+62.8% | $3,897+19.2% | $3,332+39.4% |
| Admin fee / account holder | $6,560 | $3,840+70.8% | $5,194+26.3% | $4,645+41.2% |