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 | $60,593 | $52,279+15.9% | $89,391-32.2% | $79,858-24.1% |
| Participation rate | 97.2% | 57.5%+39.7pp | 68.0%+29.2pp | 69.6%+27.6pp |
| Annual return | 29.76% | 22.16%+7.6pp | 245.62%-215.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $3,108 | $1,572+97.8% | $2,586+20.2% | $2,471+25.8% |
| Participant deferral / active EE | $8,627 | $2,740+214.8% | $3,890+121.8% | $3,740+130.7% |
| Admin fee / account holder | $3,178 | $3,356-5.3% | $4,881-34.9% | $5,306-40.1% |