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 | $81,953 | $98,750-17.0% | $149,696-45.3% | $79,858+2.6% |
| Participation rate | 89.4% | 75.8%+13.6pp | 82.5%+6.9pp | 69.6%+19.7pp |
| Annual return | 27.76% | 27.43%+0.3pp | 276.60%-248.8pp | 31.71%-4.0pp |
| Employer contribution / active EE | $7,315 | $3,216+127.4% | $4,644+57.5% | $2,471+196.1% |
| Participant deferral / active EE | $9,723 | $5,680+71.2% | $6,842+42.1% | $3,740+160.0% |
| Admin fee / account holder | $4,913 | $6,053-18.8% | $9,309-47.2% | $5,306-7.4% |