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 | $78,082 | $58,512+33.4% | $84,015-7.1% | $72,985+7.0% |
| Participation rate | 95.7% | 61.2%+34.5pp | 69.0%+26.7pp | 69.5%+26.3pp |
| Annual return | 23.99% | 28.93%-4.9pp | 71.31%-47.3pp | 81.00%-57.0pp |
| Employer contribution / active EE | $5,937 | $1,163+410.5% | $1,983+199.3% | $2,440+143.3% |
| Participant deferral / active EE | $2,286 | $2,394-4.5% | $3,239-29.4% | $3,607-36.6% |
| Admin fee / account holder | $766 | $4,569-83.2% | $6,101-87.4% | $5,124-85.0% |