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 | $79,309 | $58,828+34.8% | $77,999+1.7% | $62,891+26.1% |
| Participation rate | 97.6% | 71.1%+26.6pp | 75.5%+22.1pp | 69.3%+28.3pp |
| Annual return | 8.30% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $4,105 | $1,672+145.5% | $2,470+66.2% | $2,281+80.0% |
| Participant deferral / active EE | $3,255 | $2,686+21.2% | $3,497-6.9% | $3,203+1.6% |
| Admin fee / account holder | $5,923 | $4,393+34.8% | $5,480+8.1% | $4,296+37.9% |