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 | $118,485 | $99,652+18.9% | $78,778+50.4% | $147,584-19.7% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 9.87% | 47.28%-37.4pp | 35.62%-25.7pp | 578.55%-568.7pp |
| Employer contribution / active EE | $878 | $2,796-68.6% | $1,986-55.8% | $4,876-82.0% |
| Participant deferral / active EE | $4,447 | $3,664+21.4% | $2,958+50.3% | $5,439-18.2% |
| Admin fee / account holder | $1,786 | $7,155-75.0% | $5,134-65.2% | $10,885-83.6% |