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 | $100,572 | $74,927+34.2% | $101,794-1.2% | $84,808+18.6% |
| Participation rate | 84.5% | 61.4%+23.1pp | 69.2%+15.3pp | 68.3%+16.2pp |
| Annual return | 16.90% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $427 | $1,522-71.9% | $2,289-81.3% | $2,631-83.8% |
| Participant deferral / active EE | $4,402 | $3,099+42.0% | $4,084+7.8% | $4,212+4.5% |
| Admin fee / account holder | $586 | $6,514-91.0% | $8,777-93.3% | $7,344-92.0% |