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 | $67,693 | $57,281+18.2% | $86,612-21.8% | $75,163-9.9% |
| Participation rate | 93.5% | 63.2%+30.4pp | 71.7%+21.9pp | 67.2%+26.4pp |
| Annual return | 13.81% | 2670.75%-2656.9pp | 591.07%-577.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $734 | $2,314-68.3% | $3,022-75.7% | $2,670-72.5% |
| Participant deferral / active EE | $4,176 | $3,318+25.9% | $4,438-5.9% | $4,125+1.2% |
| Admin fee / account holder | $3,670 | $4,112-10.8% | $5,614-34.6% | $5,651-35.1% |