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 | $81,597 | $57,281+42.5% | $86,612-5.8% | $75,163+8.6% |
| Participation rate | 74.6% | 63.2%+11.4pp | 71.7%+2.9pp | 67.2%+7.4pp |
| Annual return | 17.53% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,060 | $2,314-54.2% | $3,022-64.9% | $2,670-60.3% |
| Participant deferral / active EE | $3,602 | $3,318+8.6% | $4,438-18.8% | $4,125-12.7% |
| Admin fee / account holder | $6,404 | $4,112+55.7% | $5,614+14.1% | $5,651+13.3% |