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 | $91,183 | $72,492+25.8% | $87,100+4.7% | $72,985+24.9% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 18.89% | 24.46%-5.6pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $868 | $1,894-54.1% | $2,521-65.6% | $2,440-64.4% |
| Participant deferral / active EE | $3,507 | $3,270+7.3% | $4,049-13.4% | $3,607-2.8% |
| Admin fee / account holder | $4,315 | $5,055-14.6% | $7,497-42.4% | $5,124-15.8% |