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 | $84,246 | $78,422+7.4% | $95,952-12.2% | $79,858+5.5% |
| Participation rate | 97.3% | 73.5%+23.8pp | 77.1%+20.2pp | 69.6%+27.6pp |
| Annual return | 16.77% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $973 | $1,945-50.0% | $2,541-61.7% | $2,471-60.6% |
| Participant deferral / active EE | $2,793 | $3,440-18.8% | $4,167-33.0% | $3,740-25.3% |
| Admin fee / account holder | $3,785 | $5,622-32.7% | $6,795-44.3% | $5,306-28.7% |