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 | $75,244 | $54,541+38.0% | $78,778-4.5% | $70,131+7.3% |
| Participation rate | 85.2% | 60.8%+24.4pp | 69.2%+16.0pp | 69.5%+15.7pp |
| Annual return | 17.91% | 21.07%-3.2pp | 35.62%-17.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $703 | $1,089-35.4% | $1,986-64.6% | $2,342-70.0% |
| Participant deferral / active EE | $3,088 | $2,210+39.7% | $2,958+4.4% | $3,332-7.3% |
| Admin fee / account holder | $528 | $3,709-85.8% | $5,134-89.7% | $4,645-88.6% |