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 | $61,964 | $91,190-32.0% | $178,490-65.3% | $79,858-22.4% |
| Participation rate | 76.3% | 69.2%+7.1pp | 81.9%-5.6pp | 69.6%+6.7pp |
| Annual return | 28.28% | 24.19%+4.1pp | 151.07%-122.8pp | 31.71%-3.4pp |
| Employer contribution / active EE | $677 | $3,256-79.2% | $5,011-86.5% | $2,471-72.6% |
| Participant deferral / active EE | $6,583 | $3,236+103.4% | $5,202+26.6% | $3,740+76.0% |
| Admin fee / account holder | $8,038 | $6,751+19.1% | $13,984-42.5% | $5,306+51.5% |