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 | $72,057 | $48,230+49.4% | $67,502+6.7% | $80,856-10.9% |
| Participation rate | 76.8% | 66.4%+10.5pp | 72.9%+4.0pp | 67.6%+9.2pp |
| Annual return | 13.52% | 18.28%-4.8pp | 3512.12%-3498.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,726 | $2,020-14.5% | $2,731-36.8% | $2,755-37.3% |
| Participant deferral / active EE | $3,497 | $2,924+19.6% | $4,000-12.6% | $4,296-18.6% |
| Admin fee / account holder | $2,208 | $3,681-40.0% | $3,998-44.8% | $6,918-68.1% |