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 | $103,353 | $91,552+12.9% | $133,956-22.8% | $79,858+29.4% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 16.48% | 61.85%-45.4pp | 45.09%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $999 | $2,384-58.1% | $3,919-74.5% | $2,471-59.6% |
| Participant deferral / active EE | $8,289 | $3,733+122.0% | $5,048+64.2% | $3,740+121.6% |
| Admin fee / account holder | $756 | $6,321-88.0% | $8,927-91.5% | $5,306-85.7% |