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 | $77,001 | $58,828+30.9% | $77,999-1.3% | $62,891+22.4% |
| Participation rate | 82.1% | 71.1%+11.1pp | 75.5%+6.6pp | 69.3%+12.8pp |
| Annual return | 8.41% | 17.16%-8.7pp | 425.96%-417.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,602 | $1,672-4.2% | $2,470-35.2% | $2,281-29.8% |
| Participant deferral / active EE | $4,380 | $2,686+63.1% | $3,497+25.2% | $3,203+36.7% |
| Admin fee / account holder | $1,432 | $4,393-67.4% | $5,480-73.9% | $4,296-66.7% |