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 | $85,776 | $94,625-9.4% | $116,228-26.2% | $84,808+1.1% |
| Participation rate | 81.1% | 70.4%+10.7pp | 74.6%+6.6pp | 68.3%+12.8pp |
| Annual return | 21.18% | 20.40%+0.8pp | 90.06%-68.9pp | 40.90%-19.7pp |
| Employer contribution / active EE | $3,519 | $2,347+50.0% | $2,994+17.5% | $2,631+33.8% |
| Participant deferral / active EE | $7,611 | $3,972+91.6% | $4,953+53.7% | $4,212+80.7% |
| Admin fee / account holder | $2,064 | $10,091-79.5% | $11,989-82.8% | $7,344-71.9% |