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 | $83,454 | $76,552+9.0% | $123,892-32.6% | $62,891+32.7% |
| Participation rate | 74.6% | 73.0%+1.6pp | 81.4%-6.8pp | 69.3%+5.3pp |
| Annual return | 9.64% | 18.68%-9.0pp | 47.52%-37.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $6,351 | $2,883+120.3% | $4,617+37.6% | $2,281+178.4% |
| Participant deferral / active EE | $6,795 | $4,840+40.4% | $5,984+13.5% | $3,203+112.1% |
| Admin fee / account holder | $7,974 | $4,826+65.2% | $8,357-4.6% | $4,296+85.6% |