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 | $104,894 | $78,422+33.8% | $95,952+9.3% | $79,858+31.4% |
| Participation rate | 76.1% | 73.5%+2.6pp | 77.1%-1.0pp | 69.6%+6.5pp |
| Annual return | 16.49% | 19.37%-2.9pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $692 | $1,945-64.4% | $2,541-72.8% | $2,471-72.0% |
| Participant deferral / active EE | $2,881 | $3,440-16.2% | $4,167-30.9% | $3,740-23.0% |
| Admin fee / account holder | $13,135 | $5,622+133.6% | $6,795+93.3% | $5,306+147.5% |