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 | $127,899 | $57,354+123.0% | $83,848+52.5% | $64,186+99.3% |
| Participation rate | 84.5% | 68.6%+15.9pp | 76.1%+8.4pp | 69.6%+14.9pp |
| Annual return | 10.58% | 11.38%-0.8pp | 850.88%-840.3pp | 7.63%+2.9pp |
| Employer contribution / active EE | $826 | $2,545-67.5% | $3,631-77.2% | $2,381-65.3% |
| Participant deferral / active EE | $5,314 | $2,993+77.5% | $4,082+30.2% | $3,470+53.2% |
| Admin fee / account holder | $5,180 | $4,046+28.1% | $5,478-5.4% | $4,888+6.0% |