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 | $79,354 | $98,750-19.6% | $149,696-47.0% | $79,858-0.6% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.5%-3.4pp | 69.6%+9.4pp |
| Annual return | 27.16% | 27.43%-0.3pp | 276.60%-249.4pp | 31.71%-4.6pp |
| Employer contribution / active EE | $3,364 | $3,216+4.6% | $4,644-27.6% | $2,471+36.1% |
| Participant deferral / active EE | $7,938 | $5,680+39.7% | $6,842+16.0% | $3,740+112.2% |
| Admin fee / account holder | $10,385 | $6,053+71.6% | $9,309+11.6% | $5,306+95.7% |