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 | $85,895 | $60,022+43.1% | $88,946-3.4% | $84,808+1.3% |
| Participation rate | 97.3% | 57.8%+39.5pp | 68.8%+28.4pp | 68.3%+29.0pp |
| Annual return | 18.54% | 22.43%-3.9pp | 57.82%-39.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,563 | $1,703+168.0% | $2,555+78.6% | $2,631+73.4% |
| Participant deferral / active EE | $6,437 | $3,114+106.7% | $4,581+40.5% | $4,212+52.8% |
| Admin fee / account holder | $2,073 | $4,811-56.9% | $8,261-74.9% | $7,344-71.8% |