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 | $80,155 | $89,355-10.3% | $141,162-43.2% | $72,985+9.8% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 22.23% | 111.85%-89.6pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $7,120 | $3,114+128.6% | $4,735+50.4% | $2,440+191.8% |
| Participant deferral / active EE | $4,900 | $5,418-9.6% | $6,709-27.0% | $3,607+35.8% |
| Admin fee / account holder | $476 | $5,958-92.0% | $10,261-95.4% | $5,124-90.7% |