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 | $92,752 | $63,346+46.4% | $92,233+0.6% | $70,131+32.3% |
| Participation rate | 74.0% | 68.7%+5.3pp | 76.5%-2.5pp | 69.5%+4.5pp |
| Annual return | 19.41% | 530.12%-510.7pp | 176.28%-156.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $554 | $2,471-77.6% | $3,679-85.0% | $2,342-76.4% |
| Participant deferral / active EE | $3,878 | $2,854+35.9% | $3,897-0.5% | $3,332+16.4% |
| Admin fee / account holder | $3,719 | $3,840-3.2% | $5,194-28.4% | $4,645-19.9% |