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 | $60,750 | $53,822+12.9% | $75,696-19.7% | $85,850-29.2% |
| Participation rate | 73.5% | 69.1%+4.4pp | 74.8%-1.4pp | 69.3%+4.2pp |
| Annual return | 14.29% | 24.54%-10.3pp | 104.53%-90.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $738 | $2,017-63.4% | $2,743-73.1% | $2,565-71.2% |
| Participant deferral / active EE | $3,330 | $2,895+15.0% | $3,821-12.9% | $3,952-15.7% |
| Admin fee / account holder | $4,348 | $3,343+30.1% | $3,619+20.1% | $6,260-30.5% |