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 | $124,149 | $64,348+92.9% | $90,160+37.7% | $70,131+77.0% |
| Participation rate | 87.9% | 70.4%+17.4pp | 76.9%+11.0pp | 69.5%+18.3pp |
| Annual return | 15.97% | 28.13%-12.2pp | 34.88%-18.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $608 | $2,046-70.3% | $3,318-81.7% | $2,342-74.0% |
| Participant deferral / active EE | $7,173 | $4,389+63.4% | $5,288+35.7% | $3,332+115.3% |
| Admin fee / account holder | $3,993 | $3,944+1.3% | $5,943-32.8% | $4,645-14.0% |