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 | $76,407+25.3% | $150,298-36.3% | $82,448+16.2% |
| Participation rate | 76.6% | 66.4%+10.2pp | 77.8%-1.2pp | 68.1%+8.5pp |
| Annual return | 14.02% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $8,053 | $2,614+208.1% | $4,154+93.9% | $2,551+215.7% |
| Participant deferral / active EE | $5,024 | $3,214+56.3% | $5,453-7.9% | $4,139+21.4% |
| Admin fee / account holder | $1,861 | $6,352-70.7% | $14,116-86.8% | $7,234-74.3% |