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 | $62,612 | $58,828+6.4% | $77,999-19.7% | $62,891-0.4% |
| Participation rate | 82.5% | 71.1%+11.4pp | 75.5%+7.0pp | 69.3%+13.2pp |
| Annual return | 17.47% | 17.16%+0.3pp | 425.96%-408.5pp | 20.14%-2.7pp |
| Employer contribution / active EE | $2,927 | $1,672+75.1% | $2,470+18.5% | $2,281+28.3% |
| Participant deferral / active EE | $4,061 | $2,686+51.2% | $3,497+16.1% | $3,203+26.8% |
| Admin fee / account holder | $654 | $4,393-85.1% | $5,480-88.1% | $4,296-84.8% |