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 | $110,917 | $78,422+41.4% | $95,952+15.6% | $79,858+38.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.60% | 19.37%-4.8pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $728 | $1,945-62.6% | $2,541-71.4% | $2,471-70.5% |
| Participant deferral / active EE | $2,671 | $3,440-22.4% | $4,167-35.9% | $3,740-28.6% |
| Admin fee / account holder | $3,364 | $5,622-40.2% | $6,795-50.5% | $5,306-36.6% |