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 | $96,056 | $65,365+47.0% | $92,893+3.4% | $72,985+31.6% |
| Participation rate | 79.2% | 68.3%+10.9pp | 76.0%+3.2pp | 69.5%+9.8pp |
| Annual return | 19.12% | 42.10%-23.0pp | 109.41%-90.3pp | 81.00%-61.9pp |
| Employer contribution / active EE | $684 | $2,594-73.6% | $3,653-81.3% | $2,440-71.9% |
| Participant deferral / active EE | $3,842 | $3,128+22.8% | $4,236-9.3% | $3,607+6.5% |
| Admin fee / account holder | $3,985 | $4,251-6.3% | $5,794-31.2% | $5,124-22.2% |