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 | $111,026 | $78,422+41.6% | $95,952+15.7% | $79,858+39.0% |
| Participation rate | 97.9% | 73.5%+24.4pp | 77.1%+20.8pp | 69.6%+28.2pp |
| Annual return | 16.06% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $741 | $1,945-61.9% | $2,541-70.8% | $2,471-70.0% |
| Participant deferral / active EE | $7,193 | $3,440+109.1% | $4,167+72.6% | $3,740+92.3% |
| Admin fee / account holder | $5,030 | $5,622-10.5% | $6,795-26.0% | $5,306-5.2% |