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 | $119,061 | $95,803+24.3% | $113,168+5.2% | $84,808+40.4% |
| Participation rate | 74.4% | 72.9%+1.6pp | 76.6%-2.1pp | 68.3%+6.1pp |
| Annual return | 26.72% | 25.00%+1.7pp | 24.27%+2.5pp | 40.90%-14.2pp |
| Employer contribution / active EE | $898 | $2,360-61.9% | $2,975-69.8% | $2,631-65.9% |
| Participant deferral / active EE | $3,147 | $4,242-25.8% | $5,107-38.4% | $4,212-25.3% |
| Admin fee / account holder | $7,701 | $8,989-14.3% | $12,068-36.2% | $7,344+4.9% |