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 | $97,606 | $81,632+19.6% | $70,449+38.5% | $158,922-38.6% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.1%+13.8pp | 82.0%+6.9pp |
| Annual return | 11.84% | 208.40%-196.6pp | 109.03%-97.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,814 | $4,554+27.7% | $3,709+56.8% | $5,982-2.8% |
| Admin fee / account holder | $4,683 | $6,193-24.4% | $3,845+21.8% | $11,246-58.4% |