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 | $85,913 | $76,367+12.5% | $93,606-8.2% | $72,985+17.7% |
| Participation rate | 96.5% | 71.7%+24.7pp | 75.8%+20.7pp | 69.5%+27.0pp |
| Annual return | 24.99% | 25.82%-0.8pp | 32.76%-7.8pp | 81.00%-56.0pp |
| Employer contribution / active EE | $482 | $2,275-78.8% | $2,718-82.3% | $2,440-80.3% |
| Participant deferral / active EE | $7,213 | $3,538+103.9% | $4,069+77.3% | $3,607+99.9% |
| Admin fee / account holder | $3,119 | $6,838-54.4% | $7,888-60.5% | $5,124-39.1% |