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 | $64,121 | $55,706+15.1% | $75,886-15.5% | $72,985-12.1% |
| Participation rate | 83.3% | 61.1%+22.2pp | 69.3%+14.1pp | 69.5%+13.8pp |
| Annual return | 23.02% | 27.59%-4.6pp | 30.76%-7.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $2,901 | $1,687+72.0% | $2,500+16.0% | $2,440+18.9% |
| Participant deferral / active EE | $6,361 | $2,634+141.5% | $3,603+76.5% | $3,607+76.3% |
| Admin fee / account holder | $1,035 | $3,978-74.0% | $5,418-80.9% | $5,124-79.8% |