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 | $91,020 | $54,541+66.9% | $78,778+15.5% | $70,131+29.8% |
| Participation rate | 88.4% | 60.8%+27.6pp | 69.2%+19.2pp | 69.5%+18.9pp |
| Annual return | 19.04% | 21.07%-2.0pp | 35.62%-16.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $725 | $1,089-33.4% | $1,986-63.5% | $2,342-69.1% |
| Participant deferral / active EE | $1,668 | $2,210-24.5% | $2,958-43.6% | $3,332-49.9% |
| Admin fee / account holder | $827 | $3,709-77.7% | $5,134-83.9% | $4,645-82.2% |