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 | $75,219 | $48,795+54.2% | $65,493+14.8% | $84,808-11.3% |
| Participation rate | 97.5% | 67.0%+30.5pp | 73.1%+24.4pp | 68.3%+29.2pp |
| Annual return | 15.85% | 20.20%-4.4pp | 982.45%-966.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $812 | $1,930-57.9% | $2,574-68.5% | $2,631-69.2% |
| Participant deferral / active EE | $1,623 | $2,928-44.6% | $3,961-59.0% | $4,212-61.5% |
| Admin fee / account holder | $426 | $3,877-89.0% | $5,028-91.5% | $7,344-94.2% |