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 | $73,832 | $59,417+24.3% | $93,606-21.1% | $74,495-0.9% |
| Participation rate | 80.2% | 59.7%+20.5pp | 68.7%+11.5pp | 67.2%+13.0pp |
| Annual return | 13.70% | 81.83%-68.1pp | 133.20%-119.5pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,321 | $1,264+4.5% | $2,420-45.4% | $2,623-49.6% |
| Participant deferral / active EE | $5,019 | $3,050+64.6% | $4,411+13.8% | $4,346+15.5% |
| Admin fee / account holder | $3,358 | $3,021+11.1% | $8,285-59.5% | $1,942+72.9% |