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 | $91,163 | $58,828+55.0% | $77,999+16.9% | $62,891+45.0% |
| Participation rate | 78.7% | 71.1%+7.6pp | 75.5%+3.2pp | 69.3%+9.4pp |
| Annual return | 7.37% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $686 | $1,672-59.0% | $2,470-72.2% | $2,281-69.9% |
| Participant deferral / active EE | $3,300 | $2,686+22.9% | $3,497-5.6% | $3,203+3.0% |
| Admin fee / account holder | $1,782 | $4,393-59.4% | $5,480-67.5% | $4,296-58.5% |