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 | $90,963 | $72,277+25.9% | $101,248-10.2% | $79,858+13.9% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 16.19% | 22.30%-6.1pp | 46.47%-30.3pp | 31.71%-15.5pp |
| Employer contribution / active EE | $6,667 | $2,692+147.7% | $3,660+82.2% | $2,471+169.8% |
| Participant deferral / active EE | $2,718 | $3,282-17.2% | $4,370-37.8% | $3,740-27.3% |
| Admin fee / account holder | $784 | $4,400-82.2% | $5,945-86.8% | $5,306-85.2% |