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 | $119,148 | $78,705+51.4% | $117,854+1.1% | $70,131+69.9% |
| Participation rate | 88.1% | 73.2%+14.9pp | 79.7%+8.4pp | 69.5%+18.6pp |
| Annual return | 16.93% | 23.30%-6.4pp | 335.08%-318.1pp | 73.14%-56.2pp |
| Employer contribution / active EE | $591 | $2,223-73.4% | $3,786-84.4% | $2,342-74.8% |
| Participant deferral / active EE | $5,592 | $3,297+69.6% | $4,482+24.8% | $3,332+67.8% |
| Admin fee / account holder | $3,604 | $5,065-28.9% | $8,020-55.1% | $4,645-22.4% |