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 | $87,230 | $93,571-6.8% | $135,903-35.8% | $75,163+16.1% |
| Participation rate | 83.3% | 75.2%+8.2pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 44.41% | 30.90%+13.5pp | 68.23%-23.8pp | 160.62%-116.2pp |
| Employer contribution / active EE | $7,466 | $3,537+111.1% | $4,856+53.7% | $2,670+179.6% |
| Participant deferral / active EE | $11,125 | $6,404+73.7% | $7,758+43.4% | $4,125+169.7% |
| Admin fee / account holder | $2,800 | $6,975-59.9% | $10,762-74.0% | $5,651-50.4% |