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 | $79,555 | $49,177+61.8% | $79,464+0.1% | $64,186+23.9% |
| Participation rate | 94.4% | 65.0%+29.4pp | 73.3%+21.1pp | 69.6%+24.9pp |
| Annual return | 10.30% | -1.16%+11.5pp | 718.14%-707.8pp | 7.63%+2.7pp |
| Employer contribution / active EE | $2,069 | $2,076-0.3% | $2,800-26.1% | $2,381-13.1% |
| Participant deferral / active EE | $2,749 | $2,821-2.6% | $3,704-25.8% | $3,470-20.8% |
| Admin fee / account holder | $9,428 | $3,839+145.6% | $5,113+84.4% | $4,888+92.9% |