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 | $57,016+30.7% | $84,966-12.3% | $80,856-7.8% |
| Participation rate | 85.1% | 56.3%+28.8pp | 67.5%+17.6pp | 67.6%+17.5pp |
| Annual return | 16.20% | 21.66%-5.5pp | 66.38%-50.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $4,123 | $1,798+129.3% | $2,727+51.2% | $2,755+49.6% |
| Participant deferral / active EE | $4,438 | $3,110+42.7% | $4,519-1.8% | $4,296+3.3% |
| Admin fee / account holder | $2,593 | $4,980-47.9% | $6,149-57.8% | $6,918-62.5% |