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 | $97,944 | $77,813+25.9% | $123,544-20.7% | $64,186+52.6% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.8pp |
| Annual return | 11.33% | 12.48%-1.2pp | 119.20%-107.9pp | 7.63%+3.7pp |
| Employer contribution / active EE | $849 | $3,014-71.8% | $4,628-81.6% | $2,381-64.3% |
| Participant deferral / active EE | $7,922 | $5,240+51.2% | $6,426+23.3% | $3,470+128.3% |
| Admin fee / account holder | $4,763 | $5,519-13.7% | $9,284-48.7% | $4,888-2.6% |