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 | $78,539 | $61,605+27.5% | $112,229-30.0% | $75,163+4.5% |
| Participation rate | 91.7% | 61.7%+30.0pp | 72.4%+19.2pp | 67.2%+24.5pp |
| Annual return | 19.80% | 28.47%-8.7pp | 30.20%-10.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $829 | $2,015-58.9% | $3,430-75.8% | $2,670-69.0% |
| Participant deferral / active EE | $8,428 | $3,108+171.2% | $4,798+75.7% | $4,125+104.3% |
| Admin fee / account holder | $1,643 | $4,862-66.2% | $7,748-78.8% | $5,651-70.9% |