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 | $91,152 | $81,947+11.2% | $105,387-13.5% | $72,985+24.9% |
| Participation rate | 96.8% | 76.5%+20.2pp | 82.6%+14.2pp | 69.5%+27.3pp |
| Annual return | 30.66% | 42.90%-12.2pp | 26.82%+3.8pp | 81.00%-50.3pp |
| Employer contribution / active EE | $904 | $3,468-73.9% | $4,213-78.5% | $2,440-62.9% |
| Participant deferral / active EE | $3,871 | $4,494-13.9% | $5,502-29.6% | $3,607+7.3% |
| Admin fee / account holder | $5,886 | $6,258-5.9% | $6,559-10.3% | $5,124+14.9% |