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 | $74,243 | $59,839+24.1% | $81,983-9.4% | $79,858-7.0% |
| Participation rate | 95.6% | 61.6%+33.9pp | 69.2%+26.3pp | 69.6%+25.9pp |
| Annual return | 15.04% | 17.56%-2.5pp | 41.31%-26.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,860 | $1,713+66.9% | $2,498+14.5% | $2,471+15.8% |
| Participant deferral / active EE | $8,601 | $2,695+219.1% | $3,722+131.1% | $3,740+130.0% |
| Admin fee / account holder | $883 | $4,287-79.4% | $5,664-84.4% | $5,306-83.4% |