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 | $103,315 | $78,422+31.7% | $95,952+7.7% | $79,858+29.4% |
| Participation rate | 86.5% | 73.5%+13.0pp | 77.1%+9.4pp | 69.6%+16.9pp |
| Annual return | 11.17% | 19.37%-8.2pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,347 | $1,945-30.8% | $2,541-47.0% | $2,471-45.5% |
| Participant deferral / active EE | $8,895 | $3,440+158.6% | $4,167+113.5% | $3,740+137.8% |
| Admin fee / account holder | $4,863 | $5,622-13.5% | $6,795-28.4% | $5,306-8.4% |