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 | $100,694 | $92,222+9.2% | $76,768+31.2% | $135,375-25.6% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | 26.45% | 5.46%+21.0pp | 2.43%+24.0pp | 519.73%-493.3pp |
| Employer contribution / active EE | $1,806 | $3,216-43.8% | $2,485-27.3% | $4,779-62.2% |
| Participant deferral / active EE | $1,852 | $4,509-58.9% | $3,852-51.9% | $5,609-67.0% |
| Admin fee / account holder | $36,681 | $10,748+241.3% | $6,675+449.5% | $10,827+238.8% |