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 | $35,325 | $91,407-61.4% | $135,903-74.0% | $71,457-50.6% |
| Participation rate | 97.6% | 75.7%+22.0pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 120.71% | 29.90%+90.8pp | 68.23%+52.5pp | 28.85%+91.9pp |
| Employer contribution / active EE | $2,763 | $3,703-25.4% | $4,856-43.1% | $2,588+6.8% |
| Participant deferral / active EE | $6,664 | $7,092-6.0% | $7,758-14.1% | $4,289+55.4% |
| Admin fee / account holder | $2,200 | $1,266+73.8% | $10,762-79.6% | $1,587+38.6% |