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 | $65,047 | $53,127+22.4% | $86,590-24.9% | $70,131-7.2% |
| Participation rate | 77.8% | 65.3%+12.5pp | 73.5%+4.2pp | 69.5%+8.2pp |
| Annual return | 17.60% | 27.66%-10.1pp | 964.84%-947.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,433 | $2,068-30.7% | $2,839-49.5% | $2,342-38.8% |
| Participant deferral / active EE | $3,648 | $2,696+35.3% | $3,609+1.1% | $3,332+9.5% |
| Admin fee / account holder | $769 | $3,585-78.6% | $4,906-84.3% | $4,645-83.4% |