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 | $83,049 | $76,552+8.5% | $123,892-33.0% | $62,891+32.1% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 7.72% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $8,243 | $2,883+186.0% | $4,617+78.5% | $2,281+261.4% |
| Participant deferral / active EE | $15,921 | $4,840+229.0% | $5,984+166.1% | $3,203+397.1% |
| Admin fee / account holder | $27,422 | $4,826+468.3% | $8,357+228.1% | $4,296+538.4% |