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 | $59,890 | $58,828+1.8% | $77,999-23.2% | $62,891-4.8% |
| Participation rate | 88.7% | 71.1%+17.7pp | 75.5%+13.2pp | 69.3%+19.4pp |
| Annual return | 8.49% | 17.16%-8.7pp | 425.96%-417.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $7,730 | $1,672+362.4% | $2,470+212.9% | $2,281+238.9% |
| Participant deferral / active EE | $3,235 | $2,686+20.5% | $3,497-7.5% | $3,203+1.0% |
| Admin fee / account holder | $17,780 | $4,393+304.7% | $5,480+224.4% | $4,296+313.9% |