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 | $45,692 | $58,512-21.9% | $84,015-45.6% | $72,985-37.4% |
| Participation rate | 72.5% | 61.2%+11.3pp | 69.0%+3.5pp | 69.5%+3.1pp |
| Annual return | 26.44% | 28.93%-2.5pp | 71.31%-44.9pp | 81.00%-54.6pp |
| Employer contribution / active EE | $542 | $1,163-53.4% | $1,983-72.7% | $2,440-77.8% |
| Participant deferral / active EE | $2,621 | $2,394+9.5% | $3,239-19.1% | $3,607-27.3% |
| Admin fee / account holder | $9,559 | $4,569+109.2% | $6,101+56.7% | $5,124+86.5% |