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 | $108,107 | $72,277+49.6% | $101,248+6.8% | $79,858+35.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.72% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $634 | $2,692-76.4% | $3,660-82.7% | $2,471-74.3% |
| Participant deferral / active EE | $3,850 | $3,282+17.3% | $4,370-11.9% | $3,740+2.9% |
| Admin fee / account holder | $6,672 | $4,400+51.6% | $5,945+12.2% | $5,306+25.7% |