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 | $81,873 | $58,828+39.2% | $77,999+5.0% | $62,891+30.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 8.39% | 17.16%-8.8pp | 425.96%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,990 | $1,672+19.1% | $2,470-19.4% | $2,281-12.7% |
| Participant deferral / active EE | $5,476 | $2,686+103.9% | $3,497+56.6% | $3,203+71.0% |
| Admin fee / account holder | $364 | $4,393-91.7% | $5,480-93.4% | $4,296-91.5% |