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 | $105,467 | $78,422+34.5% | $95,952+9.9% | $79,858+32.1% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 13.28% | 19.37%-6.1pp | 91.61%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $960 | $1,945-50.7% | $2,541-62.2% | $2,471-61.2% |
| Participant deferral / active EE | $6,399 | $3,440+86.0% | $4,167+53.6% | $3,740+71.1% |
| Admin fee / account holder | $47,231 | $5,622+740.1% | $6,795+595.0% | $5,306+790.1% |