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 | $99,622 | $81,208+22.7% | $98,907+0.7% | $79,858+24.7% |
| Participation rate | 76.2% | 72.5%+3.7pp | 76.0%+0.2pp | 69.6%+6.6pp |
| Annual return | 17.56% | 60.99%-43.4pp | 196.43%-178.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $956 | $1,960-51.2% | $2,689-64.4% | $2,471-61.3% |
| Participant deferral / active EE | $1,477 | $3,265-54.8% | $4,244-65.2% | $3,740-60.5% |
| Admin fee / account holder | $692 | $6,013-88.5% | $6,642-89.6% | $5,306-87.0% |