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 | $94,216 | $58,512+61.0% | $84,015+12.1% | $72,985+29.1% |
| Participation rate | 97.6% | 61.2%+36.4pp | 69.0%+28.6pp | 69.5%+28.2pp |
| Annual return | 21.00% | 28.93%-7.9pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,183 | $1,163+173.7% | $1,983+60.5% | $2,440+30.5% |
| Participant deferral / active EE | $4,044 | $2,394+68.9% | $3,239+24.9% | $3,607+12.1% |
| Admin fee / account holder | $10,314 | $4,569+125.8% | $6,101+69.1% | $5,124+101.3% |