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 | $89,984 | $81,460+10.5% | $103,333-12.9% | $80,856+11.3% |
| Participation rate | 91.2% | 66.8%+24.3pp | 74.5%+16.7pp | 67.6%+23.5pp |
| Annual return | 18.58% | 25.55%-7.0pp | 24.88%-6.3pp | 35.59%-17.0pp |
| Employer contribution / active EE | $6,262 | $3,105+101.7% | $3,868+61.9% | $2,755+127.3% |
| Participant deferral / active EE | $6,131 | $3,869+58.5% | $5,057+21.2% | $4,296+42.7% |
| Admin fee / account holder | $384 | $6,566-94.2% | $8,355-95.4% | $6,918-94.4% |