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 | $78,468 | $57,016+37.6% | $84,966-7.6% | $80,856-3.0% |
| Participation rate | 90.5% | 56.3%+34.2pp | 67.5%+23.0pp | 67.6%+22.9pp |
| Annual return | 13.77% | 21.66%-7.9pp | 66.38%-52.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,210 | $1,798+134.2% | $2,727+54.4% | $2,755+52.8% |
| Participant deferral / active EE | $4,039 | $3,110+29.9% | $4,519-10.6% | $4,296-6.0% |
| Admin fee / account holder | $5,711 | $4,980+14.7% | $6,149-7.1% | $6,918-17.4% |