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 | $75,606 | $58,208+29.9% | $81,812-7.6% | $80,856-6.5% |
| Participation rate | 92.2% | 63.4%+28.8pp | 72.3%+19.9pp | 67.6%+24.6pp |
| Annual return | 17.85% | 41.66%-23.8pp | 773.79%-755.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $4,737 | $2,340+102.4% | $2,912+62.6% | $2,755+71.9% |
| Participant deferral / active EE | $5,965 | $3,281+81.8% | $4,319+38.1% | $4,296+38.9% |
| Admin fee / account holder | $3,474 | $4,981-30.3% | $7,386-53.0% | $6,918-49.8% |