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 | $93,022 | $117,983-21.2% | $101,794-8.6% | $142,382-34.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 14.75% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $766 | $2,773-72.4% | $2,289-66.5% | $4,299-82.2% |
| Participant deferral / active EE | $7,335 | $4,714+55.6% | $4,084+79.6% | $6,507+12.7% |
| Admin fee / account holder | $639 | $10,433-93.9% | $8,777-92.7% | $12,624-94.9% |