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 | $77,129 | $43,423+77.6% | $78,689-2.0% | $55,167+39.8% |
| Participation rate | 79.0% | 68.0%+11.0pp | 73.6%+5.4pp | 69.0%+10.0pp |
| Annual return | 8.36% | 11.53%-3.2pp | 62.18%-53.8pp | 169.23%-160.9pp |
| Employer contribution / active EE | $2,418 | $1,997+21.1% | $2,851-15.2% | $1,963+23.2% |
| Participant deferral / active EE | $3,470 | $2,509+38.3% | $3,517-1.3% | $3,054+13.6% |
| Admin fee / account holder | $34,153 | $416+8106.8% | $4,510+657.2% | $504+6677.8% |