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 9-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 | $77,565 | $60,349+28.5% | $74,183+4.6% | $62,891+23.3% |
| Participation rate | 90.9% | 72.7%+18.2pp | 76.6%+14.3pp | 69.3%+21.6pp |
| Annual return | 8.92% | 21.37%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $5,095 | $1,680+203.2% | $2,370+115.0% | $2,281+123.4% |
| Participant deferral / active EE | $4,245 | $2,856+48.6% | $3,550+19.6% | $3,203+32.5% |
| Admin fee / account holder | $823 | $4,261-80.7% | $5,586-85.3% | $4,296-80.8% |