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 | $86,588 | $51,708+67.5% | $106,619-18.8% | $62,891+37.7% |
| Participation rate | 84.4% | 66.9%+17.6pp | 78.0%+6.4pp | 69.3%+15.1pp |
| Annual return | 7.30% | 4.69%+2.6pp | 9.42%-2.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $995 | $1,764-43.6% | $3,947-74.8% | $2,281-56.4% |
| Participant deferral / active EE | $4,165 | $2,315+79.9% | $3,930+6.0% | $3,203+30.1% |
| Admin fee / account holder | $2,015 | $3,349-39.8% | $6,418-68.6% | $4,296-53.1% |