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 | $105,254 | $80,968+30.0% | $96,544+9.0% | $75,163+40.0% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | 15.61% | 27.06%-11.5pp | 25.84%-10.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $826 | $2,282-63.8% | $2,965-72.1% | $2,670-69.1% |
| Participant deferral / active EE | $4,284 | $3,928+9.1% | $4,851-11.7% | $4,125+3.8% |
| Admin fee / account holder | $7,599 | $6,724+13.0% | $8,252-7.9% | $5,651+34.5% |