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 | $75,508 | $63,346+19.2% | $92,233-18.1% | $70,131+7.7% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 15.30% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,056 | $2,471-57.2% | $3,679-71.3% | $2,342-54.9% |
| Participant deferral / active EE | $4,593 | $2,854+61.0% | $3,897+17.9% | $3,332+37.9% |
| Admin fee / account holder | $6,124 | $3,840+59.5% | $5,194+17.9% | $4,645+31.8% |