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 | $85,027 | $72,492+17.3% | $87,100-2.4% | $72,985+16.5% |
| Participation rate | 78.3% | 72.8%+5.5pp | 76.9%+1.4pp | 69.5%+8.8pp |
| Annual return | 28.06% | 24.46%+3.6pp | 28.19%-0.1pp | 81.00%-52.9pp |
| Employer contribution / active EE | $762 | $1,894-59.8% | $2,521-69.8% | $2,440-68.8% |
| Participant deferral / active EE | $2,130 | $3,270-34.9% | $4,049-47.4% | $3,607-41.0% |
| Admin fee / account holder | $4,035 | $5,055-20.2% | $7,497-46.2% | $5,124-21.3% |