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 | $90,801 | $70,428+28.9% | $96,562-6.0% | $85,850+5.8% |
| Participation rate | 71.4% | 61.8%+9.6pp | 69.8%+1.6pp | 69.3%+2.1pp |
| Annual return | 13.84% | 18.59%-4.8pp | 37.78%-23.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $890 | $1,413-37.0% | $2,356-62.3% | $2,565-65.3% |
| Participant deferral / active EE | $4,530 | $2,894+56.6% | $3,849+17.7% | $3,952+14.6% |
| Admin fee / account holder | $6,231 | $4,997+24.7% | $6,181+0.8% | $6,260-0.5% |