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 | $82,848 | $58,208+42.3% | $81,812+1.3% | $80,856+2.5% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.3%-0.9pp | 67.6%+3.8pp |
| Annual return | 16.66% | 41.66%-25.0pp | 773.79%-757.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $5,276 | $2,340+125.5% | $2,912+81.2% | $2,755+91.5% |
| Participant deferral / active EE | $958 | $3,281-70.8% | $4,319-77.8% | $4,296-77.7% |
| Admin fee / account holder | $5,628 | $4,981+13.0% | $7,386-23.8% | $6,918-18.6% |