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 | $75,426 | $57,354+31.5% | $83,848-10.0% | $64,186+17.5% |
| Participation rate | 83.3% | 68.6%+14.7pp | 76.1%+7.2pp | 69.6%+13.8pp |
| Annual return | 7.18% | 11.38%-4.2pp | 850.88%-843.7pp | 7.63%-0.5pp |
| Employer contribution / active EE | $3,333 | $2,545+31.0% | $3,631-8.2% | $2,381+40.0% |
| Participant deferral / active EE | $1,614 | $2,993-46.1% | $4,082-60.5% | $3,470-53.5% |
| Admin fee / account holder | $3,987 | $4,046-1.4% | $5,478-27.2% | $4,888-18.4% |