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 | $86,483 | $78,705+9.9% | $117,854-26.6% | $70,131+23.3% |
| Participation rate | 92.2% | 73.2%+19.0pp | 79.7%+12.5pp | 69.5%+22.7pp |
| Annual return | 16.60% | 23.30%-6.7pp | 335.08%-318.5pp | 73.14%-56.5pp |
| Employer contribution / active EE | $850 | $2,223-61.8% | $3,786-77.5% | $2,342-63.7% |
| Participant deferral / active EE | $5,196 | $3,297+57.6% | $4,482+15.9% | $3,332+55.9% |
| Admin fee / account holder | $3,694 | $5,065-27.1% | $8,020-53.9% | $4,645-20.5% |