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 | $60,386 | $54,762+10.3% | $90,281-33.1% | $72,985-17.3% |
| Participation rate | 71.9% | 65.1%+6.7pp | 73.3%-1.4pp | 69.5%+2.4pp |
| Annual return | 23.17% | 30.63%-7.5pp | 78.10%-54.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $886 | $2,092-57.6% | $2,854-68.9% | $2,440-63.7% |
| Participant deferral / active EE | $3,781 | $2,887+31.0% | $3,885-2.7% | $3,607+4.8% |
| Admin fee / account holder | $607 | $3,972-84.7% | $5,351-88.7% | $5,124-88.2% |