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 | $83,874 | $60,349+39.0% | $74,183+13.1% | $62,891+33.4% |
| Participation rate | 73.9% | 72.7%+1.2pp | 76.6%-2.7pp | 69.3%+4.6pp |
| Annual return | 8.37% | 21.37%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $709 | $1,680-57.8% | $2,370-70.1% | $2,281-68.9% |
| Participant deferral / active EE | $3,750 | $2,856+31.3% | $3,550+5.6% | $3,203+17.1% |
| Admin fee / account holder | $7,588 | $4,261+78.1% | $5,586+35.9% | $4,296+76.7% |