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 | $90,726 | $81,460+11.4% | $103,333-12.2% | $80,856+12.2% |
| Participation rate | 94.9% | 66.8%+28.0pp | 74.5%+20.4pp | 67.6%+27.2pp |
| Annual return | 16.22% | 25.55%-9.3pp | 24.88%-8.7pp | 35.59%-19.4pp |
| Employer contribution / active EE | $922 | $3,105-70.3% | $3,868-76.2% | $2,755-66.5% |
| Participant deferral / active EE | $8,197 | $3,869+111.9% | $5,057+62.1% | $4,296+90.8% |
| Admin fee / account holder | $1,327 | $6,566-79.8% | $8,355-84.1% | $6,918-80.8% |