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 | $81,155 | $54,762+48.2% | $90,281-10.1% | $72,985+11.2% |
| Participation rate | 82.6% | 65.1%+17.5pp | 73.3%+9.3pp | 69.5%+13.1pp |
| Annual return | 23.94% | 30.63%-6.7pp | 78.10%-54.2pp | 81.00%-57.1pp |
| Employer contribution / active EE | $634 | $2,092-69.7% | $2,854-77.8% | $2,440-74.0% |
| Participant deferral / active EE | $4,471 | $2,887+54.9% | $3,885+15.1% | $3,607+23.9% |
| Admin fee / account holder | $4,243 | $3,972+6.8% | $5,351-20.7% | $5,124-17.2% |