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 | $89,848 | $76,552+17.4% | $123,892-27.5% | $62,891+42.9% |
| Participation rate | 76.9% | 73.0%+3.9pp | 81.4%-4.5pp | 69.3%+7.6pp |
| Annual return | 6.09% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $898 | $2,883-68.8% | $4,617-80.5% | $2,281-60.6% |
| Participant deferral / active EE | $4,047 | $4,840-16.4% | $5,984-32.4% | $3,203+26.4% |
| Admin fee / account holder | $1,938 | $4,826-59.8% | $8,357-76.8% | $4,296-54.9% |