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 | $83,654 | $72,277+15.7% | $101,248-17.4% | $79,858+4.8% |
| Participation rate | 85.7% | 68.5%+17.3pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | 13.97% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $689 | $2,692-74.4% | $3,660-81.2% | $2,471-72.1% |
| Participant deferral / active EE | $4,467 | $3,282+36.1% | $4,370+2.2% | $3,740+19.4% |
| Admin fee / account holder | $698 | $4,400-84.1% | $5,945-88.3% | $5,306-86.8% |