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 | $99,885 | $238,490-58.1% | $180,183-44.6% | $142,382-29.8% |
| Participation rate | 90.9% | 82.3%+8.6pp | 77.4%+13.5pp | 80.1%+10.8pp |
| Annual return | 12.60% | 33.56%-21.0pp | 27.86%-15.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,199 | $6,143-64.2% | $5,039-56.4% | $4,299-48.9% |
| Participant deferral / active EE | $5,015 | $7,996-37.3% | $6,822-26.5% | $6,507-22.9% |
| Admin fee / account holder | $16,300 | $28,866-43.5% | $19,975-18.4% | $12,624+29.1% |