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 | $86,718 | $77,899+11.3% | $149,673-42.1% | $75,163+15.4% |
| Participation rate | 92.5% | 65.6%+27.0pp | 78.8%+13.8pp | 67.2%+25.3pp |
| Annual return | 17.86% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $852 | $3,137-72.8% | $4,818-82.3% | $2,670-68.1% |
| Participant deferral / active EE | $4,397 | $3,411+28.9% | $5,680-22.6% | $4,125+6.6% |
| Admin fee / account holder | $886 | $5,956-85.1% | $13,210-93.3% | $5,651-84.3% |