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 | $108,175 | $104,907+3.1% | $84,611+27.8% | $152,861-29.2% |
| Participation rate | 73.3% | 74.8%-1.5pp | 68.2%+5.1pp | 82.4%-9.1pp |
| Annual return | 16.43% | 373.79%-357.4pp | 258.74%-242.3pp | 345.32%-328.9pp |
| Employer contribution / active EE | $960 | $3,302-70.9% | $2,652-63.8% | $4,762-79.8% |
| Participant deferral / active EE | $3,469 | $4,688-26.0% | $3,899-11.0% | $5,850-40.7% |
| Admin fee / account holder | $3,606 | $6,241-42.2% | $4,912-26.6% | $11,596-68.9% |