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 | $121,206 | $65,041+86.4% | $90,951+33.3% | $79,858+51.8% |
| Participation rate | 77.6% | 61.6%+16.0pp | 69.0%+8.6pp | 69.6%+8.0pp |
| Annual return | 14.87% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $993 | $1,247-20.4% | $2,122-53.2% | $2,471-59.8% |
| Participant deferral / active EE | $4,613 | $2,512+83.6% | $3,373+36.8% | $3,740+23.3% |
| Admin fee / account holder | $4,240 | $4,536-6.5% | $5,959-28.8% | $5,306-20.1% |