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 | $81,829 | $76,367+7.2% | $93,606-12.6% | $72,985+12.1% |
| Participation rate | 76.3% | 71.7%+4.6pp | 75.8%+0.5pp | 69.5%+6.9pp |
| Annual return | 23.01% | 25.82%-2.8pp | 32.76%-9.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $589 | $2,275-74.1% | $2,718-78.3% | $2,440-75.9% |
| Participant deferral / active EE | $3,088 | $3,538-12.7% | $4,069-24.1% | $3,607-14.4% |
| Admin fee / account holder | $1,283 | $6,838-81.2% | $7,888-83.7% | $5,124-75.0% |