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 | $110,811 | $65,041+70.4% | $90,951+21.8% | $79,858+38.8% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 14.26% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $578 | $1,247-53.6% | $2,122-72.7% | $2,471-76.6% |
| Participant deferral / active EE | $4,817 | $2,512+91.8% | $3,373+42.8% | $3,740+28.8% |
| Admin fee / account holder | $4,191 | $4,536-7.6% | $5,959-29.7% | $5,306-21.0% |