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 | $81,212 | $91,552-11.3% | $133,956-39.4% | $79,858+1.7% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 13.70% | 61.85%-48.1pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $6,227 | $2,384+161.2% | $3,919+58.9% | $2,471+152.0% |
| Participant deferral / active EE | $4,114 | $3,733+10.2% | $5,048-18.5% | $3,740+10.0% |
| Admin fee / account holder | $6,826 | $6,321+8.0% | $8,927-23.5% | $5,306+28.6% |