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 | $98,658 | $86,929+13.5% | $102,423-3.7% | $80,856+22.0% |
| Participation rate | 89.1% | 72.4%+16.7pp | 76.5%+12.6pp | 67.6%+21.5pp |
| Annual return | 11.09% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $886 | $2,369-62.6% | $3,023-70.7% | $2,755-67.8% |
| Participant deferral / active EE | $8,318 | $4,118+102.0% | $5,053+64.6% | $4,296+93.6% |
| Admin fee / account holder | $2,508 | $8,049-68.8% | $9,451-73.5% | $6,918-63.8% |