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 | $76,558 | $69,518+10.1% | $59,878+27.9% | $135,375-43.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | 11.40% | 7.94%+3.5pp | 3.46%+7.9pp | 519.73%-508.3pp |
| Employer contribution / active EE | $4,828 | $3,235+49.2% | $2,722+77.4% | $4,779+1.0% |
| Participant deferral / active EE | $8,381 | $4,206+99.3% | $3,402+146.4% | $5,609+49.4% |
| Admin fee / account holder | $10,947 | $5,734+90.9% | $3,590+204.9% | $10,827+1.1% |