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 | $81,684 | $56,053+45.7% | $75,972+7.5% | $80,856+1.0% |
| Participation rate | 82.6% | 62.0%+20.6pp | 69.1%+13.6pp | 67.6%+15.0pp |
| Annual return | 13.44% | 20.53%-7.1pp | 359.55%-346.1pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,856 | $1,874-1.0% | $2,685-30.9% | $2,755-32.6% |
| Participant deferral / active EE | $3,894 | $3,052+27.6% | $4,255-8.5% | $4,296-9.4% |
| Admin fee / account holder | $10,718 | $5,234+104.8% | $6,467+65.7% | $6,918+54.9% |