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 | $86,490 | $58,512+47.8% | $84,015+2.9% | $72,985+18.5% |
| Participation rate | 77.3% | 61.2%+16.0pp | 69.0%+8.3pp | 69.5%+7.8pp |
| Annual return | 22.20% | 28.93%-6.7pp | 71.31%-49.1pp | 81.00%-58.8pp |
| Employer contribution / active EE | $430 | $1,163-63.0% | $1,983-78.3% | $2,440-82.4% |
| Participant deferral / active EE | $3,478 | $2,394+45.3% | $3,239+7.4% | $3,607-3.6% |
| Admin fee / account holder | $5,131 | $4,569+12.3% | $6,101-15.9% | $5,124+0.1% |