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 | $104,200 | $72,277+44.2% | $101,248+2.9% | $79,858+30.5% |
| Participation rate | 88.4% | 68.5%+19.9pp | 75.8%+12.6pp | 69.6%+18.7pp |
| Annual return | 11.78% | 22.30%-10.5pp | 46.47%-34.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $838 | $2,692-68.9% | $3,660-77.1% | $2,471-66.1% |
| Participant deferral / active EE | $4,863 | $3,282+48.2% | $4,370+11.3% | $3,740+30.0% |
| Admin fee / account holder | $11,527 | $4,400+162.0% | $5,945+93.9% | $5,306+117.2% |