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 | $73,628 | $65,365+12.6% | $92,893-20.7% | $72,985+0.9% |
| Participation rate | 72.1% | 68.3%+3.8pp | 76.0%-3.9pp | 69.5%+2.6pp |
| Annual return | 25.78% | 42.10%-16.3pp | 109.41%-83.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $3,673 | $2,594+41.6% | $3,653+0.6% | $2,440+50.5% |
| Participant deferral / active EE | $8,078 | $3,128+158.2% | $4,236+90.7% | $3,607+123.9% |
| Admin fee / account holder | $17,559 | $4,251+313.0% | $5,794+203.1% | $5,124+242.7% |