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 | $98,852 | $86,929+13.7% | $102,423-3.5% | $80,856+22.3% |
| Participation rate | 91.5% | 72.4%+19.1pp | 76.5%+15.0pp | 67.6%+23.8pp |
| Annual return | 12.05% | 18.88%-6.8pp | 29.32%-17.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $988 | $2,369-58.3% | $3,023-67.3% | $2,755-64.1% |
| Participant deferral / active EE | $4,810 | $4,118+16.8% | $5,053-4.8% | $4,296+12.0% |
| Admin fee / account holder | $2,899 | $8,049-64.0% | $9,451-69.3% | $6,918-58.1% |