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 | $74,918 | $84,233-11.1% | $170,442-56.0% | $70,131+6.8% |
| Participation rate | 94.3% | 70.8%+23.5pp | 83.6%+10.7pp | 69.5%+24.7pp |
| Annual return | 19.23% | 23.06%-3.8pp | 205.93%-186.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $5,194 | $3,387+53.4% | $5,433-4.4% | $2,342+121.7% |
| Participant deferral / active EE | $2,842 | $3,086-7.9% | $4,939-42.5% | $3,332-14.7% |
| Admin fee / account holder | $368 | $5,698-93.5% | $13,880-97.3% | $4,645-92.1% |