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 | $67,116 | $48,230+39.2% | $67,502-0.6% | $80,856-17.0% |
| Participation rate | 86.1% | 66.4%+19.7pp | 72.9%+13.2pp | 67.6%+18.5pp |
| Annual return | 15.23% | 18.28%-3.1pp | 3512.12%-3496.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $940 | $2,020-53.5% | $2,731-65.6% | $2,755-65.9% |
| Participant deferral / active EE | $4,149 | $2,924+41.9% | $4,000+3.7% | $4,296-3.4% |
| Admin fee / account holder | $3,798 | $3,681+3.2% | $3,998-5.0% | $6,918-45.1% |