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 | $54,612 | $58,828-7.2% | $77,999-30.0% | $62,891-13.2% |
| Participation rate | 78.5% | 71.1%+7.4pp | 75.5%+2.9pp | 69.3%+9.2pp |
| Annual return | 6.47% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $829 | $1,672-50.4% | $2,470-66.4% | $2,281-63.7% |
| Participant deferral / active EE | $3,293 | $2,686+22.6% | $3,497-5.8% | $3,203+2.8% |
| Admin fee / account holder | $6,067 | $4,393+38.1% | $5,480+10.7% | $4,296+41.2% |