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 | $76,734 | $46,732+64.2% | $156,549-51.0% | $55,167+39.1% |
| Participation rate | 86.4% | 65.8%+20.6pp | 84.0%+2.4pp | 69.0%+17.4pp |
| Annual return | 11.24% | 17.72%-6.5pp | 32.23%-21.0pp | 169.23%-158.0pp |
| Employer contribution / active EE | $2,567 | $2,105+21.9% | $5,501-53.3% | $1,963+30.8% |
| Participant deferral / active EE | $6,995 | $2,204+217.3% | $4,871+43.6% | $3,054+129.0% |
| Admin fee / account holder | $335 | $418-19.9% | $13,027-97.4% | $504-33.5% |