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 | $91,018 | $81,460+11.7% | $103,333-11.9% | $80,856+12.6% |
| Participation rate | 71.1% | 66.8%+4.2pp | 74.5%-3.5pp | 67.6%+3.4pp |
| Annual return | 16.64% | 25.55%-8.9pp | 24.88%-8.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $874 | $3,105-71.9% | $3,868-77.4% | $2,755-68.3% |
| Participant deferral / active EE | $6,111 | $3,869+58.0% | $5,057+20.8% | $4,296+42.3% |
| Admin fee / account holder | $11,054 | $6,566+68.3% | $8,355+32.3% | $6,918+59.8% |