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 | $118,277 | $78,705+50.3% | $117,854+0.4% | $70,131+68.7% |
| Participation rate | 76.7% | 73.2%+3.6pp | 79.7%-2.9pp | 69.5%+7.2pp |
| Annual return | 19.36% | 23.30%-3.9pp | 335.08%-315.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $691 | $2,223-68.9% | $3,786-81.8% | $2,342-70.5% |
| Participant deferral / active EE | $5,564 | $3,297+68.7% | $4,482+24.1% | $3,332+67.0% |
| Admin fee / account holder | $1,956 | $5,065-61.4% | $8,020-75.6% | $4,645-57.9% |