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 | $108,479 | $72,492+49.6% | $87,100+24.5% | $72,985+48.6% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.9%+8.3pp | 69.5%+15.7pp |
| Annual return | 27.03% | 24.46%+2.6pp | 28.19%-1.2pp | 81.00%-54.0pp |
| Employer contribution / active EE | $767 | $1,894-59.5% | $2,521-69.6% | $2,440-68.6% |
| Participant deferral / active EE | $4,311 | $3,270+31.9% | $4,049+6.5% | $3,607+19.5% |
| Admin fee / account holder | $1,167 | $5,055-76.9% | $7,497-84.4% | $5,124-77.2% |