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 6-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 | $70,200 | $61,774+13.6% | $97,226-27.8% | $80,856-13.2% |
| Participation rate | 73.2% | 63.5%+9.7pp | 72.7%+0.5pp | 67.6%+5.5pp |
| Annual return | 14.53% | -557.90%+572.4pp | 75.13%-60.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,436 | $1,837+32.6% | $2,729-10.7% | $2,755-11.6% |
| Participant deferral / active EE | $4,415 | $3,029+45.8% | $4,264+3.6% | $4,296+2.8% |
| Admin fee / account holder | $3,985 | $5,166-22.9% | $5,654-29.5% | $6,918-42.4% |