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 6-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 | $82,987 | $72,492+14.5% | $87,100-4.7% | $72,985+13.7% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.9%+6.9pp | 69.5%+14.2pp |
| Annual return | 20.42% | 24.46%-4.0pp | 28.19%-7.8pp | 81.00%-60.6pp |
| Employer contribution / active EE | $3,079 | $1,894+62.6% | $2,521+22.1% | $2,440+26.2% |
| Participant deferral / active EE | $3,756 | $3,270+14.9% | $4,049-7.2% | $3,607+4.1% |
| Admin fee / account holder | $26,395 | $5,055+422.2% | $7,497+252.1% | $5,124+415.1% |