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 | $73,201 | $63,346+15.6% | $92,233-20.6% | $70,131+4.4% |
| Participation rate | 90.4% | 68.7%+21.7pp | 76.5%+13.9pp | 69.5%+20.8pp |
| Annual return | 17.19% | 530.12%-512.9pp | 176.28%-159.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,185 | $2,471-52.1% | $3,679-67.8% | $2,342-49.4% |
| Participant deferral / active EE | $3,905 | $2,854+36.8% | $3,897+0.2% | $3,332+17.2% |
| Admin fee / account holder | $4,934 | $3,840+28.5% | $5,194-5.0% | $4,645+6.2% |