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 | $92,972 | $67,606+37.5% | $82,313+13.0% | $70,131+32.6% |
| Participation rate | 71.7% | 72.8%-1.1pp | 76.9%-5.2pp | 69.5%+2.2pp |
| Annual return | 16.00% | 21.57%-5.6pp | 25.88%-9.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $377 | $1,755-78.5% | $2,428-84.5% | $2,342-83.9% |
| Participant deferral / active EE | $3,020 | $2,987+1.1% | $3,706-18.5% | $3,332-9.3% |
| Admin fee / account holder | $3,727 | $4,512-17.4% | $5,608-33.5% | $4,645-19.8% |