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 | $66,459 | $49,227+35.0% | $70,449-5.7% | $79,858-16.8% |
| Participation rate | 97.6% | 69.2%+28.4pp | 75.1%+22.5pp | 69.6%+27.9pp |
| Annual return | 15.71% | 30.06%-14.4pp | 109.03%-93.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $4,273 | $2,099+103.6% | $2,737+56.1% | $2,471+72.9% |
| Participant deferral / active EE | $3,521 | $2,768+27.2% | $3,709-5.1% | $3,740-5.9% |
| Admin fee / account holder | $491 | $2,878-82.9% | $3,845-87.2% | $5,306-90.7% |