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 | $64,303 | $55,706+15.4% | $75,886-15.3% | $72,985-11.9% |
| Participation rate | 70.4% | 61.1%+9.2pp | 69.3%+1.1pp | 69.5%+0.9pp |
| Annual return | 18.35% | 27.59%-9.2pp | 30.76%-12.4pp | 81.00%-62.7pp |
| Employer contribution / active EE | $998 | $1,687-40.8% | $2,500-60.1% | $2,440-59.1% |
| Participant deferral / active EE | $1,996 | $2,634-24.2% | $3,603-44.6% | $3,607-44.7% |
| Admin fee / account holder | $1,370 | $3,978-65.6% | $5,418-74.7% | $5,124-73.3% |