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 | $86,883 | $72,012+20.7% | $185,823-53.2% | $79,858+8.8% |
| Participation rate | 91.7% | 65.8%+25.9pp | 78.0%+13.6pp | 69.6%+22.0pp |
| Annual return | 15.49% | 23.12%-7.6pp | 35.95%-20.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $606 | $1,965-69.1% | $4,087-85.2% | $2,471-75.5% |
| Participant deferral / active EE | $5,665 | $3,779+49.9% | $5,632+0.6% | $3,740+51.5% |
| Admin fee / account holder | $683 | $4,513-84.9% | $9,500-92.8% | $5,306-87.1% |