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 | $63,248 | $60,892+3.9% | $82,389-23.2% | $84,808-25.4% |
| Participation rate | 73.5% | 63.3%+10.3pp | 69.5%+4.0pp | 68.3%+5.2pp |
| Annual return | 13.83% | 37.29%-23.5pp | 28.67%-14.8pp | 40.90%-27.1pp |
| Employer contribution / active EE | $374 | $1,779-79.0% | $2,517-85.2% | $2,631-85.8% |
| Participant deferral / active EE | $4,634 | $3,179+45.8% | $4,155+11.5% | $4,212+10.0% |
| Admin fee / account holder | $26,737 | $5,467+389.0% | $7,231+269.8% | $7,344+264.1% |