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 | $90,303 | $101,069-10.7% | $81,478+10.8% | $147,584-38.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 11.14% | 32.40%-21.3pp | 38.78%-27.6pp | 578.55%-567.4pp |
| Employer contribution / active EE | $632 | $3,205-80.3% | $2,568-75.4% | $4,876-87.0% |
| Participant deferral / active EE | $2,062 | $4,242-51.4% | $3,537-41.7% | $5,439-62.1% |
| Admin fee / account holder | $2,083 | $5,812-64.2% | $4,561-54.3% | $10,885-80.9% |