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 | $96,335 | $78,422+22.8% | $95,952+0.4% | $79,858+20.6% |
| Participation rate | 93.5% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.8pp |
| Annual return | 17.44% | 19.37%-1.9pp | 91.61%-74.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $971 | $1,945-50.1% | $2,541-61.8% | $2,471-60.7% |
| Participant deferral / active EE | $4,091 | $3,440+18.9% | $4,167-1.8% | $3,740+9.4% |
| Admin fee / account holder | $3,864 | $5,622-31.3% | $6,795-43.1% | $5,306-27.2% |