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 8-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 | $76,287 | $48,750+56.5% | $88,946-14.2% | $74,304+2.7% |
| Participation rate | 79.8% | 44.5%+35.3pp | 68.8%+11.0pp | 60.3%+19.5pp |
| Annual return | 19.46% | 25.91%-6.5pp | 57.82%-38.4pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,362 | $1,255+8.5% | $2,555-46.7% | $2,241-39.2% |
| Participant deferral / active EE | $9,375 | $2,423+286.9% | $4,581+104.6% | $3,767+148.8% |
| Admin fee / account holder | $19,193 | $3,756+411.0% | $8,261+132.3% | $2,969+546.5% |