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 | $82,026 | $58,208+40.9% | $81,812+0.3% | $80,856+1.4% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.3%+25.5pp | 67.6%+30.2pp |
| Annual return | 14.60% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,079 | $2,340-11.1% | $2,912-28.6% | $2,755-24.5% |
| Participant deferral / active EE | $6,580 | $3,281+100.6% | $4,319+52.4% | $4,296+53.2% |
| Admin fee / account holder | $8,522 | $4,981+71.1% | $7,386+15.4% | $6,918+23.2% |