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 | $72,639 | $89,753-19.1% | $107,525-32.4% | $84,808-14.3% |
| Participation rate | 96.0% | 68.1%+27.9pp | 75.1%+20.9pp | 68.3%+27.7pp |
| Annual return | 22.76% | 29.48%-6.7pp | 181.32%-158.6pp | 40.90%-18.1pp |
| Employer contribution / active EE | $21,171 | $3,113+580.0% | $3,754+464.0% | $2,631+704.7% |
| Participant deferral / active EE | $5,082 | $4,056+25.3% | $5,116-0.7% | $4,212+20.7% |
| Admin fee / account holder | $10,807 | $7,222+49.6% | $8,919+21.2% | $7,344+47.2% |