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 | $102,297 | $57,354+78.4% | $83,848+22.0% | $64,186+59.4% |
| Participation rate | 94.3% | 68.6%+25.7pp | 76.1%+18.1pp | 69.6%+24.7pp |
| Annual return | 8.77% | 11.38%-2.6pp | 850.88%-842.1pp | 7.63%+1.1pp |
| Employer contribution / active EE | $791 | $2,545-68.9% | $3,631-78.2% | $2,381-66.8% |
| Participant deferral / active EE | $4,018 | $2,993+34.2% | $4,082-1.6% | $3,470+15.8% |
| Admin fee / account holder | $1,615 | $4,046-60.1% | $5,478-70.5% | $4,888-67.0% |