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 | $68,174 | $58,828+15.9% | $77,999-12.6% | $62,891+8.4% |
| Participation rate | 97.6% | 71.1%+26.6pp | 75.5%+22.1pp | 69.3%+28.3pp |
| Annual return | 8.93% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $4,618 | $1,672+176.3% | $2,470+87.0% | $2,281+102.5% |
| Participant deferral / active EE | $1,845 | $2,686-31.3% | $3,497-47.2% | $3,203-42.4% |
| Admin fee / account holder | $5,585 | $4,393+27.1% | $5,480+1.9% | $4,296+30.0% |