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 | $48,238 | $45,035+7.1% | $62,995-23.4% | $70,131-31.2% |
| Participation rate | 73.2% | 69.5%+3.6pp | 74.8%-1.6pp | 69.5%+3.6pp |
| Annual return | 12.52% | 18.76%-6.2pp | 87.57%-75.0pp | 73.14%-60.6pp |
| Employer contribution / active EE | $428 | $2,051-79.1% | $2,759-84.5% | $2,342-81.7% |
| Participant deferral / active EE | $1,620 | $2,465-34.3% | $3,329-51.4% | $3,332-51.4% |
| Admin fee / account holder | $1,924 | $2,834-32.1% | $3,600-46.6% | $4,645-58.6% |