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 | $77,183 | $95,416-19.1% | $185,823-58.5% | $85,850-10.1% |
| Participation rate | 94.6% | 68.8%+25.9pp | 81.7%+12.9pp | 69.3%+25.3pp |
| Annual return | 11.88% | 23.59%-11.7pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $4,214 | $3,314+27.2% | $5,167-18.5% | $2,565+64.3% |
| Participant deferral / active EE | $2,168 | $3,423-36.7% | $5,568-61.1% | $3,952-45.1% |
| Admin fee / account holder | $9,213 | $7,213+27.7% | $16,237-43.3% | $6,260+47.2% |