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 | $79,056 | $72,404+9.2% | $110,238-28.3% | $64,186+23.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 11.52% | -6.29%+17.8pp | 314.74%-303.2pp | 7.63%+3.9pp |
| Employer contribution / active EE | $2,324 | $2,282+1.9% | $3,826-39.3% | $2,381-2.4% |
| Participant deferral / active EE | $4,536 | $3,469+30.7% | $4,672-2.9% | $3,470+30.7% |
| Admin fee / account holder | $8,753 | $5,664+54.5% | $8,547+2.4% | $4,888+79.1% |