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 | $87,854 | $57,541+52.7% | $95,745-8.2% | $75,163+16.9% |
| Participation rate | 77.8% | 62.5%+15.3pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 19.31% | 34.93%-15.6pp | 28.35%-9.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $6,006 | $1,808+232.3% | $2,835+111.9% | $2,670+125.0% |
| Participant deferral / active EE | $3,913 | $3,074+27.3% | $4,245-7.8% | $4,125-5.1% |
| Admin fee / account holder | $472 | $4,099-88.5% | $5,678-91.7% | $5,651-91.6% |