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 | $105,563 | $78,422+34.6% | $95,952+10.0% | $79,858+32.2% |
| Participation rate | 88.6% | 73.5%+15.1pp | 77.1%+11.5pp | 69.6%+18.9pp |
| Annual return | 16.47% | 19.37%-2.9pp | 91.61%-75.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $619 | $1,945-68.2% | $2,541-75.6% | $2,471-74.9% |
| Participant deferral / active EE | $3,565 | $3,440+3.6% | $4,167-14.4% | $3,740-4.7% |
| Admin fee / account holder | $8,420 | $5,622+49.8% | $6,795+23.9% | $5,306+58.7% |