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 | $76,727 | $53,127+44.4% | $86,590-11.4% | $70,131+9.4% |
| Participation rate | 78.4% | 65.3%+13.1pp | 73.5%+4.8pp | 69.5%+8.8pp |
| Annual return | 13.43% | 27.66%-14.2pp | 964.84%-951.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $2,574 | $2,068+24.5% | $2,839-9.3% | $2,342+9.9% |
| Participant deferral / active EE | $5,422 | $2,696+101.1% | $3,609+50.3% | $3,332+62.7% |
| Admin fee / account holder | $2,438 | $3,585-32.0% | $4,906-50.3% | $4,645-47.5% |