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 | $75,436 | $78,705-4.2% | $117,854-36.0% | $70,131+7.6% |
| Participation rate | 85.1% | 73.2%+11.9pp | 79.7%+5.5pp | 69.5%+15.6pp |
| Annual return | 35.94% | 23.30%+12.6pp | 335.08%-299.1pp | 73.14%-37.2pp |
| Employer contribution / active EE | $3,025 | $2,223+36.0% | $3,786-20.1% | $2,342+29.1% |
| Participant deferral / active EE | $3,873 | $3,297+17.5% | $4,482-13.6% | $3,332+16.2% |
| Admin fee / account holder | $2,262 | $5,065-55.3% | $8,020-71.8% | $4,645-51.3% |