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 | $70,857 | $45,152+56.9% | $73,843-4.0% | $59,632+18.8% |
| Participation rate | 81.9% | 64.0%+17.9pp | 73.4%+8.5pp | 68.7%+13.3pp |
| Annual return | 2.68% | 27.40%-24.7pp | 2267.84%-2265.2pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $2,021 | $1,902+6.3% | $2,787-27.5% | $2,203-8.3% |
| Participant deferral / active EE | $3,399 | $2,574+32.0% | $3,583-5.1% | $3,192+6.5% |
| Admin fee / account holder | $8,072 | $3,516+129.6% | $4,880+65.4% | $4,297+87.8% |