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 | $76,349 | $53,127+43.7% | $86,590-11.8% | $70,131+8.9% |
| Participation rate | 82.8% | 65.3%+17.5pp | 73.5%+9.2pp | 69.5%+13.2pp |
| Annual return | 13.68% | 27.66%-14.0pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,493 | $2,068+68.9% | $2,839+23.0% | $2,342+49.1% |
| Participant deferral / active EE | $2,438 | $2,696-9.6% | $3,609-32.4% | $3,332-26.8% |
| Admin fee / account holder | $5,823 | $3,585+62.4% | $4,906+18.7% | $4,645+25.3% |