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 | $60,865 | $54,320+12.0% | $67,652-10.0% | $52,331+16.3% |
| Participation rate | 96.1% | 73.6%+22.5pp | 75.7%+20.5pp | 68.1%+28.0pp |
| Annual return | 6.07% | 6.81%-0.7pp | 6625.04%-6619.0pp | 4.54%+1.5pp |
| Employer contribution / active EE | $4,184 | $1,544+171.0% | $2,266+84.7% | $1,882+122.3% |
| Participant deferral / active EE | $4,369 | $2,950+48.1% | $3,560+22.7% | $3,022+44.6% |
| Admin fee / account holder | $6,104 | $527+1059.2% | $4,821+26.6% | $592+931.8% |