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 | $99,364 | $60,349+64.6% | $74,183+33.9% | $62,891+58.0% |
| Participation rate | 76.2% | 72.7%+3.5pp | 76.6%-0.4pp | 69.3%+6.9pp |
| Annual return | 10.99% | 21.37%-10.4pp | 17.74%-6.7pp | 20.14%-9.2pp |
| Employer contribution / active EE | $993 | $1,680-40.9% | $2,370-58.1% | $2,281-56.4% |
| Participant deferral / active EE | $5,625 | $2,856+97.0% | $3,550+58.5% | $3,203+75.6% |
| Admin fee / account holder | $17,231 | $4,261+304.4% | $5,586+208.5% | $4,296+301.1% |