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 | $62,230 | $77,314-19.5% | $177,989-65.0% | $80,856-23.0% |
| Participation rate | 86.3% | 65.7%+20.6pp | 77.1%+9.2pp | 67.6%+18.6pp |
| Annual return | 13.83% | 18.09%-4.3pp | 294.48%-280.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $9,317 | $2,292+306.5% | $3,949+136.0% | $2,755+238.2% |
| Participant deferral / active EE | $4,498 | $4,411+2.0% | $6,276-28.3% | $4,296+4.7% |
| Admin fee / account holder | $7,013 | $7,191-2.5% | $10,363-32.3% | $6,918+1.4% |