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 | $62,062 | $57,354+8.2% | $83,848-26.0% | $64,186-3.3% |
| Participation rate | 73.6% | 68.6%+5.0pp | 76.1%-2.6pp | 69.6%+4.0pp |
| Annual return | 28.94% | 11.38%+17.6pp | 850.88%-821.9pp | 7.63%+21.3pp |
| Employer contribution / active EE | $3,233 | $2,545+27.0% | $3,631-11.0% | $2,381+35.8% |
| Participant deferral / active EE | $5,755 | $2,993+92.3% | $4,082+41.0% | $3,470+65.9% |
| Admin fee / account holder | $6,081 | $4,046+50.3% | $5,478+11.0% | $4,888+24.4% |