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 | $74,520 | $57,057+30.6% | $85,009-12.3% | $80,874-7.9% |
| Participation rate | 85.1% | 56.4%+28.7pp | 67.5%+17.6pp | 67.6%+17.5pp |
| Annual return | 16.20% | 21.66%-5.5pp | 66.47%-50.3pp | 35.62%-19.4pp |
| Employer contribution / active EE | $4,123 | $1,799+129.2% | $2,728+51.1% | $2,756+49.6% |
| Participant deferral / active EE | $4,438 | $3,112+42.6% | $4,522-1.9% | $4,297+3.3% |
| Admin fee / account holder | $2,593 | $4,986-48.0% | $6,153-57.9% | $6,935-62.6% |