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 | $101,559 | $78,422+29.5% | $95,952+5.8% | $79,858+27.2% |
| Participation rate | 73.0% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.3pp |
| Annual return | 14.47% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $517 | $1,945-73.4% | $2,541-79.7% | $2,471-79.1% |
| Participant deferral / active EE | $3,160 | $3,440-8.1% | $4,167-24.2% | $3,740-15.5% |
| Admin fee / account holder | $3,236 | $5,622-42.4% | $6,795-52.4% | $5,306-39.0% |