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 | $96,651 | $83,337+16.0% | $67,834+42.5% | $273,961-64.7% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 3.95% | 259.45%-255.5pp | 138.47%-134.5pp | 41.45%-37.5pp |
| Employer contribution / active EE | $817 | $3,287-75.2% | $2,403-66.0% | $4,869-83.2% |
| Participant deferral / active EE | $3,692 | $4,088-9.7% | $3,160+16.8% | $5,287-30.2% |
| Admin fee / account holder | $7,274 | $6,752+7.7% | $4,622+57.4% | $10,132-28.2% |