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 | $70,793 | $56,277+25.8% | $80,975-12.6% | $62,891+12.6% |
| Participation rate | 96.3% | 69.0%+27.4pp | 75.8%+20.5pp | 69.3%+27.0pp |
| Annual return | 10.78% | 22.12%-11.3pp | 17.10%-6.3pp | 20.14%-9.4pp |
| Employer contribution / active EE | $7,697 | $1,943+296.2% | $3,714+107.2% | $2,281+237.5% |
| Participant deferral / active EE | $7,853 | $4,195+87.2% | $5,696+37.9% | $3,203+145.2% |
| Admin fee / account holder | $3,260 | $3,741-12.8% | $5,516-40.9% | $4,296-24.1% |