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 | $95,622 | $80,968+18.1% | $96,544-1.0% | $75,163+27.2% |
| Participation rate | 80.9% | 71.8%+9.1pp | 76.0%+4.9pp | 67.2%+13.7pp |
| Annual return | 23.76% | 27.06%-3.3pp | 25.84%-2.1pp | 160.62%-136.9pp |
| Employer contribution / active EE | $677 | $2,282-70.3% | $2,965-77.2% | $2,670-74.7% |
| Participant deferral / active EE | $6,428 | $3,928+63.6% | $4,851+32.5% | $4,125+55.8% |
| Admin fee / account holder | $2,622 | $6,724-61.0% | $8,252-68.2% | $5,651-53.6% |