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 | $72,078 | $53,018+36.0% | $70,014+2.9% | $62,891+14.6% |
| Participation rate | 84.4% | 67.2%+17.2pp | 71.8%+12.6pp | 69.3%+15.1pp |
| Annual return | 6.20% | 13.35%-7.1pp | 12.99%-6.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $833 | $1,799-53.7% | $2,338-64.4% | $2,281-63.5% |
| Participant deferral / active EE | $3,867 | $2,395+61.5% | $2,931+31.9% | $3,203+20.7% |
| Admin fee / account holder | $2,030 | $3,690-45.0% | $4,380-53.6% | $4,296-52.7% |