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 | $62,604 | $45,073+38.9% | $69,455-9.9% | $72,985-14.2% |
| Participation rate | 89.7% | 68.5%+21.2pp | 74.6%+15.0pp | 69.5%+20.2pp |
| Annual return | 10.18% | 22.65%-12.5pp | 28.97%-18.8pp | 81.00%-70.8pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,672 | $2,602+2.7% | $3,535-24.4% | $3,607-25.9% |
| Admin fee / account holder | $868 | $3,056-71.6% | $3,839-77.4% | $5,124-83.1% |