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 6-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 | $74,510 | $68,547+8.7% | $120,354-38.1% | $80,856-7.8% |
| Participation rate | 72.0% | 61.6%+10.4pp | 71.9%+0.1pp | 67.6%+4.4pp |
| Annual return | 12.87% | 23.60%-10.7pp | 107.15%-94.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $3,585 | $2,051+74.7% | $3,463+3.5% | $2,755+30.1% |
| Participant deferral / active EE | $6,384 | $3,173+101.2% | $4,991+27.9% | $4,296+48.6% |
| Admin fee / account holder | $3,359 | $5,732-41.4% | $9,423-64.4% | $6,918-51.4% |