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 | $133,175 | $86,286+54.3% | $111,297+19.7% | $85,850+55.1% |
| Participation rate | 76.1% | 73.3%+2.8pp | 77.3%-1.2pp | 69.3%+6.8pp |
| Annual return | 21.06% | 19.99%+1.1pp | 54.65%-33.6pp | 318.53%-297.5pp |
| Employer contribution / active EE | $785 | $2,043-61.6% | $2,731-71.2% | $2,565-69.4% |
| Participant deferral / active EE | $2,261 | $3,641-37.9% | $4,487-49.6% | $3,952-42.8% |
| Admin fee / account holder | $5,352 | $8,188-34.6% | $7,964-32.8% | $6,260-14.5% |