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 | $86,346 | $63,346+36.3% | $92,233-6.4% | $70,131+23.1% |
| Participation rate | 98.1% | 68.7%+29.4pp | 76.5%+21.6pp | 69.5%+28.5pp |
| Annual return | 12.75% | 530.12%-517.4pp | 176.28%-163.5pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,554 | $2,471+3.3% | $3,679-30.6% | $2,342+9.0% |
| Participant deferral / active EE | $4,314 | $2,854+51.2% | $3,897+10.7% | $3,332+29.5% |
| Admin fee / account holder | $6,296 | $3,840+63.9% | $5,194+21.2% | $4,645+35.5% |