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 | $101,227 | $78,422+29.1% | $95,952+5.5% | $79,858+26.8% |
| Participation rate | 75.8% | 73.5%+2.3pp | 77.1%-1.3pp | 69.6%+6.1pp |
| Annual return | 15.05% | 19.37%-4.3pp | 91.61%-76.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $518 | $1,945-73.4% | $2,541-79.6% | $2,471-79.0% |
| Participant deferral / active EE | $2,377 | $3,440-30.9% | $4,167-43.0% | $3,740-36.4% |
| Admin fee / account holder | $22,100 | $5,622+293.1% | $6,795+225.2% | $5,306+316.5% |