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 | $58,020 | $47,848+21.3% | $81,478-28.8% | $70,131-17.3% |
| Participation rate | 88.6% | 58.3%+30.4pp | 68.0%+20.7pp | 69.5%+19.1pp |
| Annual return | 20.12% | 27.25%-7.1pp | 38.78%-18.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $666 | $1,527-56.4% | $2,568-74.1% | $2,342-71.6% |
| Participant deferral / active EE | $1,756 | $2,453-28.4% | $3,537-50.3% | $3,332-47.3% |
| Admin fee / account holder | $3,660 | $3,145+16.4% | $4,561-19.7% | $4,645-21.2% |