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 | $92,060 | $90,503+1.7% | $78,689+17.0% | $273,961-66.4% |
| Participation rate | 94.4% | 76.5%+17.9pp | 73.6%+20.9pp | 83.0%+11.4pp |
| Annual return | 8.88% | 75.60%-66.7pp | 62.18%-53.3pp | 41.45%-32.6pp |
| Employer contribution / active EE | $4,178 | $3,176+31.6% | $2,851+46.6% | $4,869-14.2% |
| Participant deferral / active EE | $9,532 | $3,901+144.3% | $3,517+171.0% | $5,287+80.3% |
| Admin fee / account holder | $15,492 | $5,263+194.3% | $4,510+243.5% | $10,132+52.9% |