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 | $119,489 | $78,422+52.4% | $95,952+24.5% | $79,858+49.6% |
| Participation rate | 89.2% | 73.5%+15.7pp | 77.1%+12.1pp | 69.6%+19.6pp |
| Annual return | 15.73% | 19.37%-3.6pp | 91.61%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,761 | $3,440+67.5% | $4,167+38.2% | $3,740+54.0% |
| Admin fee / account holder | $6,452 | $5,622+14.8% | $6,795-5.0% | $5,306+21.6% |