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 | $118,493 | $78,422+51.1% | $95,952+23.5% | $79,858+48.4% |
| Participation rate | 90.3% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.7pp |
| Annual return | 11.32% | 19.37%-8.1pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $715 | $1,945-63.2% | $2,541-71.9% | $2,471-71.1% |
| Participant deferral / active EE | $6,484 | $3,440+88.5% | $4,167+55.6% | $3,740+73.4% |
| Admin fee / account holder | $2,991 | $5,622-46.8% | $6,795-56.0% | $5,306-43.6% |