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 | $75,484 | $104,907-28.0% | $84,611-10.8% | $152,861-50.6% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.4%+11.3pp |
| Annual return | 28.15% | 373.79%-345.6pp | 258.74%-230.6pp | 345.32%-317.2pp |
| Employer contribution / active EE | $9,951 | $3,302+201.4% | $2,652+275.2% | $4,762+109.0% |
| Participant deferral / active EE | $8,259 | $4,688+76.2% | $3,899+111.8% | $5,850+41.2% |
| Admin fee / account holder | $3,742 | $6,241-40.0% | $4,912-23.8% | $11,596-67.7% |