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 | $83,593 | $63,346+32.0% | $92,233-9.4% | $70,131+19.2% |
| Participation rate | 97.3% | 68.7%+28.6pp | 76.5%+20.8pp | 69.5%+27.8pp |
| Annual return | 13.76% | 530.12%-516.4pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $2,605 | $2,471+5.4% | $3,679-29.2% | $2,342+11.2% |
| Participant deferral / active EE | $4,451 | $2,854+56.0% | $3,897+14.2% | $3,332+33.6% |
| Admin fee / account holder | $1,385 | $3,840-63.9% | $5,194-73.3% | $4,645-70.2% |