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 | $73,991 | $57,354+29.0% | $83,848-11.8% | $64,186+15.3% |
| Participation rate | 96.7% | 68.6%+28.1pp | 76.1%+20.5pp | 69.6%+27.1pp |
| Annual return | 4.97% | 11.38%-6.4pp | 850.88%-845.9pp | 7.63%-2.7pp |
| Employer contribution / active EE | $13,480 | $2,545+429.6% | $3,631+271.3% | $2,381+466.2% |
| Participant deferral / active EE | $2,644 | $2,993-11.7% | $4,082-35.2% | $3,470-23.8% |
| Admin fee / account holder | $7,512 | $4,046+85.7% | $5,478+37.1% | $4,888+53.7% |