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 | $96,068 | $72,277+32.9% | $101,248-5.1% | $79,858+20.3% |
| Participation rate | 91.8% | 68.5%+23.3pp | 75.8%+16.0pp | 69.6%+22.2pp |
| Annual return | 22.72% | 22.30%+0.4pp | 46.47%-23.8pp | 31.71%-9.0pp |
| Employer contribution / active EE | $962 | $2,692-64.3% | $3,660-73.7% | $2,471-61.1% |
| Participant deferral / active EE | $2,529 | $3,282-22.9% | $4,370-42.1% | $3,740-32.4% |
| Admin fee / account holder | $3,796 | $4,400-13.7% | $5,945-36.2% | $5,306-28.5% |