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 | $83,127 | $86,929-4.4% | $102,423-18.8% | $80,856+2.8% |
| Participation rate | 88.2% | 72.4%+15.9pp | 76.5%+11.7pp | 67.6%+20.6pp |
| Annual return | 21.20% | 18.88%+2.3pp | 29.32%-8.1pp | 35.59%-14.4pp |
| Employer contribution / active EE | $815 | $2,369-65.6% | $3,023-73.0% | $2,755-70.4% |
| Participant deferral / active EE | $6,333 | $4,118+53.8% | $5,053+25.3% | $4,296+47.4% |
| Admin fee / account holder | $10,824 | $8,049+34.5% | $9,451+14.5% | $6,918+56.5% |