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 | $72,877 | $58,208+25.2% | $81,812-10.9% | $80,856-9.9% |
| Participation rate | 91.5% | 63.4%+28.1pp | 72.3%+19.2pp | 67.6%+23.9pp |
| Annual return | 11.74% | 41.66%-29.9pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,357 | $2,340+43.5% | $2,912+15.3% | $2,755+21.9% |
| Participant deferral / active EE | $5,734 | $3,281+74.8% | $4,319+32.8% | $4,296+33.5% |
| Admin fee / account holder | $3,016 | $4,981-39.5% | $7,386-59.2% | $6,918-56.4% |