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 | $119,396 | $98,750+20.9% | $149,696-20.2% | $79,858+49.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.44% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $673 | $3,216-79.1% | $4,644-85.5% | $2,471-72.8% |
| Participant deferral / active EE | $4,955 | $5,680-12.8% | $6,842-27.6% | $3,740+32.5% |
| Admin fee / account holder | $538 | $6,053-91.1% | $9,309-94.2% | $5,306-89.9% |