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 | $108,900 | $73,933+47.3% | $96,683+12.6% | $75,163+44.9% |
| Participation rate | 92.2% | 66.4%+25.8pp | 74.3%+17.9pp | 67.2%+25.0pp |
| Annual return | 21.94% | 26.70%-4.8pp | 35.69%-13.8pp | 160.62%-138.7pp |
| Employer contribution / active EE | $841 | $2,928-71.3% | $3,737-77.5% | $2,670-68.5% |
| Participant deferral / active EE | $5,243 | $3,659+43.3% | $4,878+7.5% | $4,125+27.1% |
| Admin fee / account holder | $1,055 | $5,216-79.8% | $6,730-84.3% | $5,651-81.3% |