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 | $78,859 | $60,349+30.7% | $74,183+6.3% | $62,891+25.4% |
| Participation rate | 91.8% | 72.7%+19.1pp | 76.6%+15.2pp | 69.3%+22.5pp |
| Annual return | 7.65% | 21.37%-13.7pp | 17.74%-10.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,000 | $1,680-40.5% | $2,370-57.8% | $2,281-56.2% |
| Participant deferral / active EE | $4,664 | $2,856+63.3% | $3,550+31.4% | $3,203+45.6% |
| Admin fee / account holder | $785 | $4,261-81.6% | $5,586-85.9% | $4,296-81.7% |