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 | $79,353 | $63,346+25.3% | $92,233-14.0% | $70,131+13.1% |
| Participation rate | 96.1% | 68.7%+27.4pp | 76.5%+19.6pp | 69.5%+26.6pp |
| Annual return | 15.51% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,761 | $2,471-28.7% | $3,679-52.1% | $2,342-24.8% |
| Participant deferral / active EE | $2,849 | $2,854-0.2% | $3,897-26.9% | $3,332-14.5% |
| Admin fee / account holder | $4,424 | $3,840+15.2% | $5,194-14.8% | $4,645-4.8% |