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 | $73,116 | $48,076+52.1% | $78,689-7.1% | $62,891+16.3% |
| Participation rate | 74.2% | 65.2%+9.0pp | 73.6%+0.6pp | 69.3%+4.9pp |
| Annual return | 7.11% | 31.35%-24.2pp | 62.18%-55.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,591 | $2,015+28.6% | $2,851-9.1% | $2,281+13.6% |
| Participant deferral / active EE | $4,085 | $2,588+57.9% | $3,517+16.2% | $3,203+27.5% |
| Admin fee / account holder | $3,352 | $3,207+4.5% | $4,510-25.7% | $4,296-22.0% |