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 | $84,358 | $57,354+47.1% | $83,848+0.6% | $64,186+31.4% |
| Participation rate | 98.3% | 68.6%+29.7pp | 76.1%+22.1pp | 69.6%+28.7pp |
| Annual return | 8.98% | 11.38%-2.4pp | 850.88%-841.9pp | 7.63%+1.3pp |
| Employer contribution / active EE | $853 | $2,545-66.5% | $3,631-76.5% | $2,381-64.2% |
| Participant deferral / active EE | $5,003 | $2,993+67.2% | $4,082+22.6% | $3,470+44.2% |
| Admin fee / account holder | $1,295 | $4,046-68.0% | $5,478-76.4% | $4,888-73.5% |