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 | $86,252 | $63,346+36.2% | $92,233-6.5% | $70,131+23.0% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.4pp |
| Annual return | 22.34% | 530.12%-507.8pp | 176.28%-153.9pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,332 | $2,471-46.1% | $3,679-63.8% | $2,342-43.1% |
| Participant deferral / active EE | $5,366 | $2,854+88.0% | $3,897+37.7% | $3,332+61.1% |
| Admin fee / account holder | $5,426 | $3,840+41.3% | $5,194+4.5% | $4,645+16.8% |