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 7-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 | $87,311 | $48,230+81.0% | $67,502+29.3% | $80,856+8.0% |
| Participation rate | 82.6% | 66.4%+16.2pp | 72.9%+9.7pp | 67.6%+15.0pp |
| Annual return | 19.07% | 18.28%+0.8pp | 3512.12%-3493.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,045 | $2,020-48.3% | $2,731-61.8% | $2,755-62.1% |
| Participant deferral / active EE | $1,219 | $2,924-58.3% | $4,000-69.5% | $4,296-71.6% |
| Admin fee / account holder | $4,562 | $3,681+23.9% | $3,998+14.1% | $6,918-34.1% |