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 | $96,517 | $71,050+35.8% | $93,606+3.1% | $80,856+19.4% |
| Participation rate | 73.7% | 60.4%+13.3pp | 68.7%+5.0pp | 67.6%+6.0pp |
| Annual return | 14.93% | 11.26%+3.7pp | 133.20%-118.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $621 | $1,564-60.3% | $2,420-74.3% | $2,755-77.5% |
| Participant deferral / active EE | $5,148 | $4,034+27.6% | $4,411+16.7% | $4,296+19.8% |
| Admin fee / account holder | $1,892 | $6,945-72.8% | $8,285-77.2% | $6,918-72.7% |