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 | $110,370 | $78,422+40.7% | $95,952+15.0% | $79,858+38.2% |
| Participation rate | 73.0% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.3pp |
| Annual return | 13.16% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $904 | $1,945-53.5% | $2,541-64.4% | $2,471-63.4% |
| Participant deferral / active EE | $1,857 | $3,440-46.0% | $4,167-55.4% | $3,740-50.3% |
| Admin fee / account holder | $3,512 | $5,622-37.5% | $6,795-48.3% | $5,306-33.8% |