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 | $117,498 | $85,515+37.4% | $112,040+4.9% | $67,986+72.8% |
| Participation rate | 90.7% | 68.2%+22.5pp | 76.5%+14.2pp | 57.2%+33.5pp |
| Annual return | 14.96% | 29.68%-14.7pp | 24.52%-9.6pp | 31.67%-16.7pp |
| Employer contribution / active EE | $664 | $2,191-69.7% | $2,954-77.5% | $2,019-67.1% |
| Participant deferral / active EE | $6,001 | $4,014+49.5% | $5,098+17.7% | $3,358+78.7% |
| Admin fee / account holder | $400 | $3,774-89.4% | $12,098-96.7% | $3,203-87.5% |