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 | $138,046 | $91,552+50.8% | $133,956+3.1% | $79,858+72.9% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | 12.96% | 61.85%-48.9pp | 45.09%-32.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $819 | $2,384-65.6% | $3,919-79.1% | $2,471-66.9% |
| Participant deferral / active EE | $4,471 | $3,733+19.8% | $5,048-11.4% | $3,740+19.6% |
| Admin fee / account holder | $1,422 | $6,321-77.5% | $8,927-84.1% | $5,306-73.2% |