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 | $112,576 | $81,208+38.6% | $98,907+13.8% | $79,858+41.0% |
| Participation rate | 93.3% | 72.5%+20.8pp | 76.0%+17.3pp | 69.6%+23.7pp |
| Annual return | 12.77% | 60.99%-48.2pp | 196.43%-183.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $636 | $1,960-67.5% | $2,689-76.3% | $2,471-74.3% |
| Participant deferral / active EE | $3,781 | $3,265+15.8% | $4,244-10.9% | $3,740+1.1% |
| Admin fee / account holder | $1,795 | $6,013-70.1% | $6,642-73.0% | $5,306-66.2% |