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 | $97,823 | $58,828+66.3% | $77,999+25.4% | $62,891+55.5% |
| Participation rate | 85.4% | 71.1%+14.3pp | 75.5%+9.9pp | 69.3%+16.1pp |
| Annual return | 12.52% | 17.16%-4.6pp | 425.96%-413.4pp | 20.14%-7.6pp |
| Employer contribution / active EE | $592 | $1,672-64.6% | $2,470-76.0% | $2,281-74.0% |
| Participant deferral / active EE | $5,338 | $2,686+98.8% | $3,497+52.7% | $3,203+66.7% |
| Admin fee / account holder | $3,070 | $4,393-30.1% | $5,480-44.0% | $4,296-28.5% |