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 | $83,824 | $54,705+53.2% | $71,209+17.7% | $84,808-1.2% |
| Participation rate | 80.3% | 64.1%+16.2pp | 73.8%+6.5pp | 68.3%+12.0pp |
| Annual return | 14.00% | 35.90%-21.9pp | 282.51%-268.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,252 | $2,158+97.0% | $2,721+56.3% | $2,631+61.6% |
| Participant deferral / active EE | $5,149 | $3,030+69.9% | $4,175+23.3% | $4,212+22.3% |
| Admin fee / account holder | $16,122 | $4,863+231.5% | $5,349+201.4% | $7,344+119.5% |