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 | $119,308 | $65,041+83.4% | $90,951+31.2% | $79,858+49.4% |
| Participation rate | 78.1% | 61.6%+16.5pp | 69.0%+9.1pp | 69.6%+8.5pp |
| Annual return | 12.92% | 30.45%-17.5pp | 134.60%-121.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $652 | $1,247-47.7% | $2,122-69.3% | $2,471-73.6% |
| Participant deferral / active EE | $2,415 | $2,512-3.9% | $3,373-28.4% | $3,740-35.4% |
| Admin fee / account holder | $708 | $4,536-84.4% | $5,959-88.1% | $5,306-86.7% |