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 | $80,074 | $59,839+33.8% | $81,983-2.3% | $79,858+0.3% |
| Participation rate | 95.0% | 61.6%+33.4pp | 69.2%+25.8pp | 69.6%+25.4pp |
| Annual return | 80.54% | 17.56%+63.0pp | 41.31%+39.2pp | 31.71%+48.8pp |
| Employer contribution / active EE | $4,805 | $1,713+180.4% | $2,498+92.3% | $2,471+94.5% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,591 | $4,287-39.6% | $5,664-54.3% | $5,306-51.2% |