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 | $64,878 | $89,355-27.4% | $141,162-54.0% | $72,985-11.1% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 20.95% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,904 | $3,114+57.5% | $4,735+3.6% | $2,440+101.0% |
| Participant deferral / active EE | $4,803 | $5,418-11.3% | $6,709-28.4% | $3,607+33.1% |
| Admin fee / account holder | $6,526 | $5,958+9.5% | $10,261-36.4% | $5,124+27.4% |