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 | $104,591 | $91,552+14.2% | $133,956-21.9% | $79,858+31.0% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 16.49% | 61.85%-45.4pp | 45.09%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $718 | $2,384-69.9% | $3,919-81.7% | $2,471-70.9% |
| Participant deferral / active EE | $4,335 | $3,733+16.1% | $5,048-14.1% | $3,740+15.9% |
| Admin fee / account holder | $10,048 | $6,321+59.0% | $8,927+12.6% | $5,306+89.4% |