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 | $85,084 | $72,492+17.4% | $87,100-2.3% | $72,985+16.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.57% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $551 | $1,894-70.9% | $2,521-78.2% | $2,440-77.4% |
| Participant deferral / active EE | $3,941 | $3,270+20.5% | $4,049-2.7% | $3,607+9.2% |
| Admin fee / account holder | $1,713 | $5,055-66.1% | $7,497-77.2% | $5,124-66.6% |