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 | $96,936 | $83,477+16.1% | $125,175-22.6% | $72,985+32.8% |
| Participation rate | 81.6% | 73.3%+8.3pp | 79.8%+1.9pp | 69.5%+12.1pp |
| Annual return | 17.64% | 25.78%-8.1pp | 43.79%-26.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $832 | $2,345-64.5% | $3,865-78.5% | $2,440-65.9% |
| Participant deferral / active EE | $3,469 | $3,585-3.2% | $4,937-29.7% | $3,607-3.8% |
| Admin fee / account holder | $2,397 | $5,517-56.6% | $9,702-75.3% | $5,124-53.2% |