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 9-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 | $53,692 | $49,227+9.1% | $70,449-23.8% | $79,858-32.8% |
| Participation rate | 74.6% | 69.2%+5.5pp | 75.1%-0.4pp | 69.6%+5.0pp |
| Annual return | 6.35% | 30.06%-23.7pp | 109.03%-102.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $925 | $2,099-55.9% | $2,737-66.2% | $2,471-62.6% |
| Participant deferral / active EE | $2,991 | $2,768+8.1% | $3,709-19.4% | $3,740-20.0% |
| Admin fee / account holder | $818 | $2,878-71.6% | $3,845-78.7% | $5,306-84.6% |