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 | $90,292 | $76,552+17.9% | $123,892-27.1% | $62,891+43.6% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 7.83% | 18.68%-10.8pp | 47.52%-39.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $6,478 | $2,883+124.7% | $4,617+40.3% | $2,281+184.0% |
| Participant deferral / active EE | $3,697 | $4,840-23.6% | $5,984-38.2% | $3,203+15.4% |
| Admin fee / account holder | $3,559 | $4,826-26.2% | $8,357-57.4% | $4,296-17.1% |