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 | $72,637 | $56,110+29.5% | $94,993-23.5% | $70,131+3.6% |
| Participation rate | 83.3% | 65.0%+18.3pp | 73.9%+9.4pp | 69.5%+13.8pp |
| Annual return | 12.81% | 51.02%-38.2pp | 27.12%-14.3pp | 73.14%-60.3pp |
| Employer contribution / active EE | $621 | $1,442-57.0% | $2,603-76.2% | $2,342-73.5% |
| Participant deferral / active EE | $2,673 | $2,391+11.8% | $3,317-19.4% | $3,332-19.8% |
| Admin fee / account holder | $4,841 | $3,456+40.1% | $4,960-2.4% | $4,645+4.2% |