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 | $90,096 | $72,492+24.3% | $87,100+3.4% | $72,985+23.4% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.9%+10.6pp | 69.5%+18.0pp |
| Annual return | 37.27% | 24.46%+12.8pp | 28.19%+9.1pp | 81.00%-43.7pp |
| Employer contribution / active EE | $653 | $1,894-65.5% | $2,521-74.1% | $2,440-73.3% |
| Participant deferral / active EE | $3,689 | $3,270+12.8% | $4,049-8.9% | $3,607+2.3% |
| Admin fee / account holder | $2,614 | $5,055-48.3% | $7,497-65.1% | $5,124-49.0% |