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 | $118,801 | $78,422+51.5% | $95,952+23.8% | $79,858+48.8% |
| Participation rate | 76.6% | 73.5%+3.1pp | 77.1%-0.5pp | 69.6%+7.0pp |
| Annual return | 14.58% | 19.37%-4.8pp | 91.61%-77.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $932 | $1,945-52.1% | $2,541-63.3% | $2,471-62.3% |
| Participant deferral / active EE | $5,062 | $3,440+47.2% | $4,167+21.5% | $3,740+35.3% |
| Admin fee / account holder | $3,573 | $5,622-36.4% | $6,795-47.4% | $5,306-32.7% |