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 | $84,972 | $63,346+34.1% | $92,233-7.9% | $70,131+21.2% |
| Participation rate | 90.7% | 68.7%+22.0pp | 76.5%+14.2pp | 69.5%+21.2pp |
| Annual return | 18.65% | 530.12%-511.5pp | 176.28%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $3,012 | $2,471+21.9% | $3,679-18.1% | $2,342+28.6% |
| Participant deferral / active EE | $4,304 | $2,854+50.8% | $3,897+10.4% | $3,332+29.2% |
| Admin fee / account holder | $3,969 | $3,840+3.4% | $5,194-23.6% | $4,645-14.6% |