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 | $77,953 | $65,041+19.9% | $90,951-14.3% | $79,858-2.4% |
| Participation rate | 91.1% | 61.6%+29.5pp | 69.0%+22.1pp | 69.6%+21.5pp |
| Annual return | 13.02% | 30.45%-17.4pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,865 | $1,247+129.7% | $2,122+35.0% | $2,471+15.9% |
| Participant deferral / active EE | $2,495 | $2,512-0.7% | $3,373-26.0% | $3,740-33.3% |
| Admin fee / account holder | $2,288 | $4,536-49.6% | $5,959-61.6% | $5,306-56.9% |