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 | $106,241 | $98,750+7.6% | $149,696-29.0% | $79,858+33.0% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.0pp |
| Annual return | 24.41% | 27.43%-3.0pp | 276.60%-252.2pp | 31.71%-7.3pp |
| Employer contribution / active EE | $729 | $3,216-77.3% | $4,644-84.3% | $2,471-70.5% |
| Participant deferral / active EE | $6,230 | $5,680+9.7% | $6,842-8.9% | $3,740+66.6% |
| Admin fee / account holder | $6,561 | $6,053+8.4% | $9,309-29.5% | $5,306+23.6% |