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 | $59,042 | $56,277+4.9% | $80,975-27.1% | $62,891-6.1% |
| Participation rate | 78.8% | 69.0%+9.8pp | 75.8%+3.0pp | 69.3%+9.5pp |
| Annual return | 10.30% | 22.12%-11.8pp | 17.10%-6.8pp | 20.14%-9.8pp |
| Employer contribution / active EE | $920 | $1,943-52.6% | $3,714-75.2% | $2,281-59.6% |
| Participant deferral / active EE | $8,516 | $4,195+103.0% | $5,696+49.5% | $3,203+165.9% |
| Admin fee / account holder | $6,086 | $3,741+62.7% | $5,516+10.3% | $4,296+41.7% |