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 | $86,844 | $72,492+19.8% | $87,100-0.3% | $72,985+19.0% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.6pp | 69.5%+27.9pp |
| Annual return | 23.72% | 24.46%-0.7pp | 28.19%-4.5pp | 81.00%-57.3pp |
| Employer contribution / active EE | $854 | $1,894-54.9% | $2,521-66.1% | $2,440-65.0% |
| Participant deferral / active EE | $3,944 | $3,270+20.6% | $4,049-2.6% | $3,607+9.3% |
| Admin fee / account holder | $1,677 | $5,055-66.8% | $7,497-77.6% | $5,124-67.3% |