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 | $83,024 | $77,899+6.6% | $149,673-44.5% | $75,163+10.5% |
| Participation rate | 92.6% | 65.6%+27.0pp | 78.8%+13.8pp | 67.2%+25.4pp |
| Annual return | 14.09% | 31.72%-17.6pp | 134.42%-120.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $7,164 | $3,137+128.3% | $4,818+48.7% | $2,670+168.3% |
| Participant deferral / active EE | $6,839 | $3,411+100.5% | $5,680+20.4% | $4,125+65.8% |
| Admin fee / account holder | $14,823 | $5,956+148.9% | $13,210+12.2% | $5,651+162.3% |