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 | $77,094 | $63,346+21.7% | $92,233-16.4% | $70,131+9.9% |
| Participation rate | 95.9% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.4pp |
| Annual return | 18.44% | 530.12%-511.7pp | 176.28%-157.8pp | 73.14%-54.7pp |
| Employer contribution / active EE | $2,841 | $2,471+15.0% | $3,679-22.8% | $2,342+21.3% |
| Participant deferral / active EE | $2,957 | $2,854+3.6% | $3,897-24.1% | $3,332-11.2% |
| Admin fee / account holder | $5,270 | $3,840+37.2% | $5,194+1.5% | $4,645+13.4% |