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 | $81,456 | $51,175+59.2% | $70,515+15.5% | $75,163+8.4% |
| Participation rate | 85.3% | 60.9%+24.4pp | 68.3%+16.9pp | 67.2%+18.1pp |
| Annual return | 16.67% | 30.02%-13.4pp | 32.77%-16.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,136 | $1,826+126.5% | $2,973+39.1% | $2,670+54.9% |
| Participant deferral / active EE | $5,101 | $2,849+79.0% | $4,567+11.7% | $4,125+23.7% |
| Admin fee / account holder | $5,190 | $4,091+26.9% | $6,412-19.1% | $5,651-8.2% |