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 | $91,281 | $72,012+26.8% | $185,823-50.9% | $79,858+14.3% |
| Participation rate | 83.3% | 65.8%+17.6pp | 78.0%+5.3pp | 69.6%+13.7pp |
| Annual return | 19.03% | 23.12%-4.1pp | 35.95%-16.9pp | 31.71%-12.7pp |
| Employer contribution / active EE | $814 | $1,965-58.6% | $4,087-80.1% | $2,471-67.1% |
| Participant deferral / active EE | $6,741 | $3,779+78.4% | $5,632+19.7% | $3,740+80.2% |
| Admin fee / account holder | $3,870 | $4,513-14.2% | $9,500-59.3% | $5,306-27.1% |