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 | $93,713 | $83,477+12.3% | $125,175-25.1% | $72,985+28.4% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.7pp | 69.5%+25.0pp |
| Annual return | 19.37% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $698 | $2,345-70.2% | $3,865-81.9% | $2,440-71.4% |
| Participant deferral / active EE | $5,872 | $3,585+63.8% | $4,937+18.9% | $3,607+62.8% |
| Admin fee / account holder | $2,831 | $5,517-48.7% | $9,702-70.8% | $5,124-44.7% |