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 | $91,094 | $63,346+43.8% | $92,233-1.2% | $70,131+29.9% |
| Participation rate | 97.6% | 68.7%+29.0pp | 76.5%+21.2pp | 69.5%+28.1pp |
| Annual return | 13.52% | 530.12%-516.6pp | 176.28%-162.8pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,257 | $2,471-49.1% | $3,679-65.8% | $2,342-46.4% |
| Participant deferral / active EE | $3,078 | $2,854+7.8% | $3,897-21.0% | $3,332-7.6% |
| Admin fee / account holder | $12,373 | $3,840+222.2% | $5,194+138.2% | $4,645+166.3% |