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 | $105,287 | $78,422+34.3% | $95,952+9.7% | $79,858+31.8% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.1%-3.7pp | 69.6%+3.7pp |
| Annual return | 14.03% | 19.37%-5.3pp | 91.61%-77.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $846 | $1,945-56.5% | $2,541-66.7% | $2,471-65.8% |
| Participant deferral / active EE | $1,923 | $3,440-44.1% | $4,167-53.8% | $3,740-48.6% |
| Admin fee / account holder | $9,190 | $5,622+63.5% | $6,795+35.2% | $5,306+73.2% |