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 | $73,118 | $86,922-15.9% | $102,438-28.6% | $80,874-9.6% |
| Participation rate | 92.1% | 72.4%+19.7pp | 76.5%+15.6pp | 67.6%+24.4pp |
| Annual return | 12.51% | 18.90%-6.4pp | 29.37%-16.9pp | 35.62%-23.1pp |
| Employer contribution / active EE | $11,190 | $2,369+372.3% | $3,024+270.1% | $2,756+306.1% |
| Participant deferral / active EE | $3,121 | $4,119-24.2% | $5,054-38.2% | $4,297-27.4% |
| Admin fee / account holder | $5,147 | $8,050-36.1% | $9,448-45.5% | $6,935-25.8% |