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 7-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 | $101,577 | $74,927+35.6% | $101,794-0.2% | $84,808+19.8% |
| Participation rate | 94.7% | 61.4%+33.3pp | 69.2%+25.6pp | 68.3%+26.4pp |
| Annual return | 16.72% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $514 | $1,522-66.2% | $2,289-77.5% | $2,631-80.4% |
| Participant deferral / active EE | $3,846 | $3,099+24.1% | $4,084-5.8% | $4,212-8.7% |
| Admin fee / account holder | $3,353 | $6,514-48.5% | $8,777-61.8% | $7,344-54.3% |