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 | $73,025 | $53,777+35.8% | $134,143-45.6% | $79,858-8.6% |
| Participation rate | 84.1% | 58.8%+25.3pp | 72.2%+11.9pp | 69.6%+14.4pp |
| Annual return | 14.83% | 19.01%-4.2pp | 36.33%-21.5pp | 31.71%-16.9pp |
| Employer contribution / active EE | $617 | $1,321-53.3% | $3,704-83.4% | $2,471-75.0% |
| Participant deferral / active EE | $4,081 | $2,420+68.6% | $3,499+16.6% | $3,740+9.1% |
| Admin fee / account holder | $18,467 | $3,984+363.5% | $6,684+176.3% | $5,306+248.0% |