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 | $65,940 | $58,828+12.1% | $77,999-15.5% | $62,891+4.8% |
| Participation rate | 94.9% | 71.1%+23.8pp | 75.5%+19.3pp | 69.3%+25.6pp |
| Annual return | 6.96% | 17.16%-10.2pp | 425.96%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $9,011 | $1,672+439.0% | $2,470+264.8% | $2,281+295.1% |
| Participant deferral / active EE | $3,452 | $2,686+28.5% | $3,497-1.3% | $3,203+7.8% |
| Admin fee / account holder | $3,863 | $4,393-12.1% | $5,480-29.5% | $4,296-10.1% |