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 | $88,193 | $47,479+85.7% | $62,929+40.1% | $82,448+7.0% |
| Participation rate | 74.3% | 66.9%+7.5pp | 73.1%+1.2pp | 68.1%+6.3pp |
| Annual return | 13.64% | 20.34%-6.7pp | 1063.93%-1050.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,923 | $1,885+2.0% | $2,505-23.2% | $2,551-24.6% |
| Participant deferral / active EE | $4,182 | $2,870+45.7% | $3,888+7.6% | $4,139+1.0% |
| Admin fee / account holder | $14,566 | $3,804+283.0% | $5,065+187.6% | $7,234+101.4% |