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 | $93,823 | $89,355+5.0% | $141,162-33.5% | $72,985+28.6% |
| Participation rate | 92.4% | 75.1%+17.3pp | 82.5%+10.0pp | 69.5%+22.9pp |
| Annual return | 25.78% | 111.85%-86.1pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $841 | $3,114-73.0% | $4,735-82.2% | $2,440-65.5% |
| Participant deferral / active EE | $4,746 | $5,418-12.4% | $6,709-29.3% | $3,607+31.6% |
| Admin fee / account holder | $1,582 | $5,958-73.5% | $10,261-84.6% | $5,124-69.1% |