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 | $66,439 | $48,076+38.2% | $78,689-15.6% | $62,891+5.6% |
| Participation rate | 97.9% | 65.2%+32.7pp | 73.6%+24.4pp | 69.3%+28.6pp |
| Annual return | 6.11% | 31.35%-25.2pp | 62.18%-56.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $572 | $2,015-71.6% | $2,851-79.9% | $2,281-74.9% |
| Participant deferral / active EE | $3,538 | $2,588+36.7% | $3,517+0.6% | $3,203+10.5% |
| Admin fee / account holder | $13,802 | $3,207+330.3% | $4,510+206.0% | $4,296+221.3% |