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 | $83,547 | $48,230+73.2% | $67,502+23.8% | $80,856+3.3% |
| Participation rate | 76.6% | 66.4%+10.2pp | 72.9%+3.7pp | 67.6%+9.0pp |
| Annual return | 11.81% | 18.28%-6.5pp | 3512.12%-3500.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $444 | $2,020-78.0% | $2,731-83.8% | $2,755-83.9% |
| Participant deferral / active EE | $3,652 | $2,924+24.9% | $4,000-8.7% | $4,296-15.0% |
| Admin fee / account holder | $3,791 | $3,681+3.0% | $3,998-5.2% | $6,918-45.2% |