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 | $104,678 | $76,367+37.1% | $93,606+11.8% | $72,985+43.4% |
| Participation rate | 84.9% | 71.7%+13.2pp | 75.8%+9.1pp | 69.5%+15.4pp |
| Annual return | 19.83% | 25.82%-6.0pp | 32.76%-12.9pp | 81.00%-61.2pp |
| Employer contribution / active EE | $695 | $2,275-69.5% | $2,718-74.4% | $2,440-71.5% |
| Participant deferral / active EE | $3,580 | $3,538+1.2% | $4,069-12.0% | $3,607-0.8% |
| Admin fee / account holder | $15,302 | $6,838+123.8% | $7,888+94.0% | $5,124+198.6% |