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 | $98,770 | $65,365+51.1% | $92,893+6.3% | $72,985+35.3% |
| Participation rate | 95.2% | 68.3%+26.9pp | 76.0%+19.2pp | 69.5%+25.8pp |
| Annual return | 23.22% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $686 | $2,594-73.6% | $3,653-81.2% | $2,440-71.9% |
| Participant deferral / active EE | $4,875 | $3,128+55.8% | $4,236+15.1% | $3,607+35.1% |
| Admin fee / account holder | $406 | $4,251-90.5% | $5,794-93.0% | $5,124-92.1% |