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 | $103,614 | $85,766+20.8% | $136,294-24.0% | $70,131+47.7% |
| Participation rate | 78.3% | 74.2%+4.2pp | 81.9%-3.6pp | 69.5%+8.8pp |
| Annual return | 15.46% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $627 | $2,966-78.8% | $4,695-86.6% | $2,342-73.2% |
| Participant deferral / active EE | $3,262 | $5,051-35.4% | $6,247-47.8% | $3,332-2.1% |
| Admin fee / account holder | $4,439 | $5,420-18.1% | $9,243-52.0% | $4,645-4.4% |