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 | $112,987 | $93,571+20.8% | $135,903-16.9% | $75,163+50.3% |
| Participation rate | 73.2% | 75.2%-1.9pp | 81.9%-8.7pp | 67.2%+6.0pp |
| Annual return | 21.60% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $936 | $3,537-73.5% | $4,856-80.7% | $2,670-64.9% |
| Participant deferral / active EE | $8,346 | $6,404+30.3% | $7,758+7.6% | $4,125+102.3% |
| Admin fee / account holder | $2,808 | $6,975-59.7% | $10,762-73.9% | $5,651-50.3% |