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 | $90,793 | $81,460+11.5% | $103,333-12.1% | $80,856+12.3% |
| Participation rate | 76.4% | 66.8%+9.5pp | 74.5%+1.9pp | 67.6%+8.7pp |
| Annual return | 14.21% | 25.55%-11.3pp | 24.88%-10.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $914 | $3,105-70.6% | $3,868-76.4% | $2,755-66.8% |
| Participant deferral / active EE | $4,611 | $3,869+19.2% | $5,057-8.8% | $4,296+7.3% |
| Admin fee / account holder | $3,765 | $6,566-42.7% | $8,355-54.9% | $6,918-45.6% |