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 | $97,993 | $87,733+11.7% | $106,548-8.0% | $85,850+14.1% |
| Participation rate | 72.3% | 71.9%+0.4pp | 76.1%-3.8pp | 69.3%+3.0pp |
| Annual return | 11.25% | 21.86%-10.6pp | 26.80%-15.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $576 | $2,073-72.2% | $2,819-79.6% | $2,565-77.6% |
| Participant deferral / active EE | $3,525 | $3,469+1.6% | $4,398-19.9% | $3,952-10.8% |
| Admin fee / account holder | $6,287 | $6,767-7.1% | $7,407-15.1% | $6,260+0.4% |