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 | $97,833 | $86,929+12.5% | $102,423-4.5% | $80,856+21.0% |
| Participation rate | 92.3% | 72.4%+19.9pp | 76.5%+15.8pp | 67.6%+24.7pp |
| Annual return | 12.80% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $789 | $2,369-66.7% | $3,023-73.9% | $2,755-71.4% |
| Participant deferral / active EE | $4,708 | $4,118+14.3% | $5,053-6.8% | $4,296+9.6% |
| Admin fee / account holder | $4,755 | $8,049-40.9% | $9,451-49.7% | $6,918-31.3% |