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 | $84,459 | $63,861+32.3% | $104,607-19.3% | $79,858+5.8% |
| Participation rate | 90.2% | 64.9%+25.3pp | 74.1%+16.2pp | 69.6%+20.6pp |
| Annual return | 21.97% | 21.30%+0.7pp | 340.46%-318.5pp | 31.71%-9.7pp |
| Employer contribution / active EE | $2,251 | $1,588+41.8% | $2,681-16.0% | $2,471-8.9% |
| Participant deferral / active EE | $4,422 | $2,693+64.2% | $3,740+18.3% | $3,740+18.2% |
| Admin fee / account holder | $1,549 | $4,185-63.0% | $6,473-76.1% | $5,306-70.8% |