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 | $79,314 | $63,346+25.2% | $92,233-14.0% | $70,131+13.1% |
| Participation rate | 76.3% | 68.7%+7.6pp | 76.5%-0.2pp | 69.5%+6.7pp |
| Annual return | 19.04% | 530.12%-511.1pp | 176.28%-157.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,577 | $2,471+4.3% | $3,679-30.0% | $2,342+10.0% |
| Participant deferral / active EE | $6,283 | $2,854+120.2% | $3,897+61.2% | $3,332+88.6% |
| Admin fee / account holder | $7,703 | $3,840+100.6% | $5,194+48.3% | $4,645+65.8% |