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 | $100,833 | $45,035+123.9% | $62,995+60.1% | $70,131+43.8% |
| Participation rate | 77.1% | 69.5%+7.6pp | 74.8%+2.3pp | 69.5%+7.5pp |
| Annual return | 15.03% | 18.76%-3.7pp | 87.57%-72.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $593 | $2,051-71.1% | $2,759-78.5% | $2,342-74.7% |
| Participant deferral / active EE | $7,088 | $2,465+187.6% | $3,329+112.9% | $3,332+112.8% |
| Admin fee / account holder | $11,243 | $2,834+296.7% | $3,600+212.3% | $4,645+142.0% |