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 7-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 | $76,484 | $49,227+55.4% | $70,449+8.6% | $79,858-4.2% |
| Participation rate | 94.4% | 69.2%+25.3pp | 75.1%+19.4pp | 69.6%+24.8pp |
| Annual return | 14.72% | 30.06%-15.3pp | 109.03%-94.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $3,360 | $2,099+60.1% | $2,737+22.8% | $2,471+36.0% |
| Participant deferral / active EE | $1,556 | $2,768-43.8% | $3,709-58.0% | $3,740-58.4% |
| Admin fee / account holder | $5,118 | $2,878+77.8% | $3,845+33.1% | $5,306-3.5% |