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 | $53,075 | $45,035+17.9% | $62,995-15.7% | $70,131-24.3% |
| Participation rate | 71.3% | 69.5%+1.7pp | 74.8%-3.6pp | 69.5%+1.7pp |
| Annual return | 17.45% | 18.76%-1.3pp | 87.57%-70.1pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,407 | $2,051-31.4% | $2,759-49.0% | $2,342-39.9% |
| Participant deferral / active EE | $2,682 | $2,465+8.8% | $3,329-19.4% | $3,332-19.5% |
| Admin fee / account holder | $530 | $2,834-81.3% | $3,600-85.3% | $4,645-88.6% |