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 | $102,856 | $98,240+4.7% | $82,313+25.0% | $147,584-30.3% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.3pp | 82.8%+12.4pp |
| Annual return | 17.60% | 30.85%-13.3pp | 25.88%-8.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $917 | $3,192-71.3% | $2,428-62.3% | $4,876-81.2% |
| Participant deferral / active EE | $2,906 | $4,383-33.7% | $3,706-21.6% | $5,439-46.6% |
| Admin fee / account holder | $477 | $8,563-94.4% | $5,608-91.5% | $10,885-95.6% |