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 | $76,567 | $58,927+29.9% | $76,817-0.3% | $72,985+4.9% |
| Participation rate | 78.7% | 67.3%+11.4pp | 72.1%+6.6pp | 69.5%+9.2pp |
| Annual return | 21.35% | 2305.64%-2284.3pp | 1166.11%-1144.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $2,327 | $1,787+30.2% | $2,302+1.1% | $2,440-4.6% |
| Participant deferral / active EE | $3,231 | $2,690+20.1% | $3,336-3.2% | $3,607-10.4% |
| Admin fee / account holder | $1,735 | $4,013-56.8% | $6,420-73.0% | $5,124-66.1% |