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 | $89,207 | $65,041+37.2% | $90,951-1.9% | $79,858+11.7% |
| Participation rate | 73.3% | 61.6%+11.7pp | 69.0%+4.3pp | 69.6%+3.7pp |
| Annual return | 31.36% | 30.45%+0.9pp | 134.60%-103.2pp | 31.71%-0.3pp |
| Employer contribution / active EE | $1,596 | $1,247+28.0% | $2,122-24.8% | $2,471-35.4% |
| Participant deferral / active EE | $5,377 | $2,512+114.1% | $3,373+59.4% | $3,740+43.8% |
| Admin fee / account holder | $5,081 | $4,536+12.0% | $5,959-14.7% | $5,306-4.2% |