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 | $67,345 | $51,576+30.6% | $129,207-47.9% | $80,856-16.7% |
| Participation rate | 95.6% | 57.0%+38.6pp | 69.6%+25.9pp | 67.6%+27.9pp |
| Annual return | 16.26% | 20.81%-4.5pp | 9417.33%-9401.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,279 | $1,584+170.2% | $4,153+3.0% | $2,755+55.3% |
| Participant deferral / active EE | $7,394 | $2,669+177.1% | $4,168+77.4% | $4,296+72.1% |
| Admin fee / account holder | $8,934 | $4,305+107.5% | $7,715+15.8% | $6,918+29.1% |