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 | $70,912 | $63,346+11.9% | $92,233-23.1% | $70,131+1.1% |
| Participation rate | 87.7% | 68.7%+19.0pp | 76.5%+11.2pp | 69.5%+18.2pp |
| Annual return | 17.66% | 530.12%-512.5pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $4,399 | $2,471+78.0% | $3,679+19.6% | $2,342+87.8% |
| Participant deferral / active EE | $5,206 | $2,854+82.4% | $3,897+33.6% | $3,332+56.3% |
| Admin fee / account holder | $3,092 | $3,840-19.5% | $5,194-40.5% | $4,645-33.4% |