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 | $82,696 | $63,764+29.7% | $81,930+0.9% | $79,858+3.6% |
| Participation rate | 86.4% | 67.5%+18.9pp | 72.0%+14.4pp | 69.6%+16.7pp |
| Annual return | 19.38% | 22.66%-3.3pp | 29.49%-10.1pp | 31.71%-12.3pp |
| Employer contribution / active EE | $970 | $1,795-45.9% | $4,310-77.5% | $2,471-60.7% |
| Participant deferral / active EE | $7,837 | $2,780+181.9% | $7,107+10.3% | $3,740+109.5% |
| Admin fee / account holder | $822 | $4,426-81.4% | $5,158-84.1% | $5,306-84.5% |