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 7-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 | $95,766 | $80,717+18.6% | $154,803-38.1% | $84,808+12.9% |
| Participation rate | 76.6% | 66.8%+9.8pp | 78.1%-1.5pp | 68.3%+8.3pp |
| Annual return | 14.02% | 37.96%-23.9pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $8,053 | $2,761+191.6% | $4,305+87.0% | $2,631+206.1% |
| Participant deferral / active EE | $5,024 | $3,303+52.1% | $5,540-9.3% | $4,212+19.3% |
| Admin fee / account holder | $1,861 | $6,746-72.4% | $14,329-87.0% | $7,344-74.7% |