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 | $81,912 | $58,208+40.7% | $81,812+0.1% | $80,856+1.3% |
| Participation rate | 96.0% | 63.4%+32.6pp | 72.3%+23.7pp | 67.6%+28.4pp |
| Annual return | 12.89% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $865 | $2,340-63.0% | $2,912-70.3% | $2,755-68.6% |
| Participant deferral / active EE | $5,666 | $3,281+72.7% | $4,319+31.2% | $4,296+31.9% |
| Admin fee / account holder | $4,718 | $4,981-5.3% | $7,386-36.1% | $6,918-31.8% |