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 | $78,624 | $51,175+53.6% | $70,515+11.5% | $75,163+4.6% |
| Participation rate | 94.8% | 60.9%+33.9pp | 68.3%+26.5pp | 67.2%+27.6pp |
| Annual return | 19.83% | 30.02%-10.2pp | 32.77%-12.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,498 | $1,826-18.0% | $2,973-49.6% | $2,670-43.9% |
| Participant deferral / active EE | $7,146 | $2,849+150.8% | $4,567+56.5% | $4,125+73.2% |
| Admin fee / account holder | $7,702 | $4,091+88.3% | $6,412+20.1% | $5,651+36.3% |