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 | $62,667 | $52,279+19.9% | $89,391-29.9% | $79,858-21.5% |
| Participation rate | 73.1% | 57.5%+15.5pp | 68.0%+5.1pp | 69.6%+3.4pp |
| Annual return | 41.10% | 22.16%+18.9pp | 245.62%-204.5pp | 31.71%+9.4pp |
| Employer contribution / active EE | $2,251 | $1,572+43.2% | $2,586-12.9% | $2,471-8.9% |
| Participant deferral / active EE | $6,196 | $2,740+126.1% | $3,890+59.3% | $3,740+65.7% |
| Admin fee / account holder | $4,665 | $3,356+39.0% | $4,881-4.4% | $5,306-12.1% |