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 | $110,500 | $83,477+32.4% | $125,175-11.7% | $72,985+51.4% |
| Participation rate | 80.6% | 73.3%+7.2pp | 79.8%+0.8pp | 69.5%+11.1pp |
| Annual return | 24.81% | 25.78%-1.0pp | 43.79%-19.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $754 | $2,345-67.9% | $3,865-80.5% | $2,440-69.1% |
| Participant deferral / active EE | $4,904 | $3,585+36.8% | $4,937-0.7% | $3,607+35.9% |
| Admin fee / account holder | $11,787 | $5,517+113.6% | $9,702+21.5% | $5,124+130.0% |