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 | $73,661 | $43,723+68.5% | $121,196-39.2% | $64,186+14.8% |
| Participation rate | 84.1% | 58.3%+25.8pp | 71.7%+12.3pp | 69.6%+14.5pp |
| Annual return | 9.74% | 68.91%-59.2pp | 16.93%-7.2pp | 7.63%+2.1pp |
| Employer contribution / active EE | $3,527 | $1,296+172.1% | $4,022-12.3% | $2,381+48.1% |
| Participant deferral / active EE | $3,437 | $2,280+50.8% | $3,344+2.8% | $3,470-0.9% |
| Admin fee / account holder | $33,264 | $3,501+850.1% | $5,019+562.7% | $4,888+580.5% |