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 | $85,511 | $78,422+9.0% | $95,952-10.9% | $79,858+7.1% |
| Participation rate | 79.7% | 73.5%+6.2pp | 77.1%+2.6pp | 69.6%+10.1pp |
| Annual return | 17.23% | 19.37%-2.1pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $565 | $1,945-71.0% | $2,541-77.8% | $2,471-77.1% |
| Participant deferral / active EE | $5,075 | $3,440+47.5% | $4,167+21.8% | $3,740+35.7% |
| Admin fee / account holder | $838 | $5,622-85.1% | $6,795-87.7% | $5,306-84.2% |