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 | $69,775 | $57,354+21.7% | $83,848-16.8% | $64,186+8.7% |
| Participation rate | 80.8% | 68.6%+12.2pp | 76.1%+4.6pp | 69.6%+11.2pp |
| Annual return | 12.43% | 11.38%+1.0pp | 850.88%-838.4pp | 7.63%+4.8pp |
| Employer contribution / active EE | $2,242 | $2,545-11.9% | $3,631-38.3% | $2,381-5.8% |
| Participant deferral / active EE | $4,802 | $2,993+60.4% | $4,082+17.6% | $3,470+38.4% |
| Admin fee / account holder | $571 | $4,046-85.9% | $5,478-89.6% | $4,888-88.3% |