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 | $90,724 | $76,552+18.5% | $123,892-26.8% | $62,891+44.3% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 7.29% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $901 | $2,883-68.8% | $4,617-80.5% | $2,281-60.5% |
| Participant deferral / active EE | $11,069 | $4,840+128.7% | $5,984+85.0% | $3,203+245.6% |
| Admin fee / account holder | $4,335 | $4,826-10.2% | $8,357-48.1% | $4,296+0.9% |