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 | $74,194 | $63,346+17.1% | $92,233-19.6% | $70,131+5.8% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 19.70% | 530.12%-510.4pp | 176.28%-156.6pp | 73.14%-53.4pp |
| Employer contribution / active EE | $7,364 | $2,471+198.0% | $3,679+100.1% | $2,342+214.4% |
| Participant deferral / active EE | $4,550 | $2,854+59.4% | $3,897+16.8% | $3,332+36.6% |
| Admin fee / account holder | $2,597 | $3,840-32.4% | $5,194-50.0% | $4,645-44.1% |