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 | $66,618 | $57,354+16.2% | $83,848-20.5% | $64,186+3.8% |
| Participation rate | 89.8% | 68.6%+21.2pp | 76.1%+13.7pp | 69.6%+20.3pp |
| Annual return | 13.61% | 11.38%+2.2pp | 850.88%-837.3pp | 7.63%+6.0pp |
| Employer contribution / active EE | $2,026 | $2,545-20.4% | $3,631-44.2% | $2,381-14.9% |
| Participant deferral / active EE | $3,809 | $2,993+27.3% | $4,082-6.7% | $3,470+9.8% |
| Admin fee / account holder | $1,685 | $4,046-58.3% | $5,478-69.2% | $4,888-65.5% |