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 | $106,156 | $185,822-42.9% | $169,993-37.6% | $139,434-23.9% |
| Participation rate | 86.4% | 87.8%-1.4pp | 87.0%-0.6pp | 80.3%+6.0pp |
| Annual return | 14.91% | 60.50%-45.6pp | 53.37%-38.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $2,021 | $7,590-73.4% | $6,785-70.2% | $4,751-57.5% |
| Participant deferral / active EE | $3,805 | $11,622-67.3% | $10,408-63.4% | $6,710-43.3% |
| Admin fee / account holder | $13,887 | $15,381-9.7% | $12,815+8.4% | $11,403+21.8% |