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 | $88,654 | $84,233+5.2% | $170,442-48.0% | $70,131+26.4% |
| Participation rate | 95.2% | 70.8%+24.4pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 18.96% | 23.06%-4.1pp | 205.93%-187.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $8,177 | $3,387+141.4% | $5,433+50.5% | $2,342+249.1% |
| Participant deferral / active EE | $6,272 | $3,086+103.3% | $4,939+27.0% | $3,332+88.2% |
| Admin fee / account holder | $1,603 | $5,698-71.9% | $13,880-88.5% | $4,645-65.5% |