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 | $63,869 | $53,516+19.3% | $126,539-49.5% | $84,808-24.7% |
| Participation rate | 77.9% | 58.2%+19.7pp | 69.8%+8.1pp | 68.3%+9.6pp |
| Annual return | 18.30% | 58.34%-40.0pp | 425.95%-407.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $6,437 | $1,535+319.4% | $3,674+75.2% | $2,631+144.7% |
| Participant deferral / active EE | $6,030 | $2,671+125.8% | $4,083+47.7% | $4,212+43.2% |
| Admin fee / account holder | $6,263 | $4,497+39.3% | $6,065+3.3% | $7,344-14.7% |