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 | $87,940 | $65,041+35.2% | $90,951-3.3% | $79,858+10.1% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 20.36% | 30.45%-10.1pp | 134.60%-114.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,623 | $1,247+30.1% | $2,122-23.5% | $2,471-34.3% |
| Participant deferral / active EE | $4,684 | $2,512+86.5% | $3,373+38.9% | $3,740+25.3% |
| Admin fee / account holder | $14,393 | $4,536+217.3% | $5,959+141.6% | $5,306+171.2% |