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 | $78,542 | $98,750-20.5% | $149,696-47.5% | $79,858-1.6% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 16.19% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $4,454 | $3,216+38.5% | $4,644-4.1% | $2,471+80.3% |
| Participant deferral / active EE | $9,574 | $5,680+68.6% | $6,842+39.9% | $3,740+156.0% |
| Admin fee / account holder | $11,118 | $6,053+83.7% | $9,309+19.4% | $5,306+109.5% |