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 | $76,909 | $60,349+27.4% | $74,183+3.7% | $62,891+22.3% |
| Participation rate | 90.2% | 72.7%+17.5pp | 76.6%+13.6pp | 69.3%+20.9pp |
| Annual return | 7.88% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $583 | $1,680-65.3% | $2,370-75.4% | $2,281-74.4% |
| Participant deferral / active EE | $3,474 | $2,856+21.6% | $3,550-2.1% | $3,203+8.5% |
| Admin fee / account holder | $349 | $4,261-91.8% | $5,586-93.7% | $4,296-91.9% |