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 | $75,299 | $56,054+34.3% | $171,082-56.0% | $62,891+19.7% |
| Participation rate | 86.1% | 62.9%+23.2pp | 76.7%+9.4pp | 69.3%+16.8pp |
| Annual return | 9.39% | 22.52%-13.1pp | 32.56%-23.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $4,733 | $1,731+173.4% | $4,002+18.3% | $2,281+107.5% |
| Participant deferral / active EE | $9,075 | $3,158+187.4% | $4,797+89.2% | $3,203+183.3% |
| Admin fee / account holder | $877 | $3,647-75.9% | $8,520-89.7% | $4,296-79.6% |