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 | $57,114 | $76,367-25.2% | $93,606-39.0% | $72,985-21.7% |
| Participation rate | 73.0% | 71.7%+1.3pp | 75.8%-2.8pp | 69.5%+3.5pp |
| Annual return | 22.21% | 25.82%-3.6pp | 32.76%-10.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $580 | $2,275-74.5% | $2,718-78.7% | $2,440-76.2% |
| Participant deferral / active EE | $2,743 | $3,538-22.5% | $4,069-32.6% | $3,607-24.0% |
| Admin fee / account holder | $9,494 | $6,838+38.8% | $7,888+20.4% | $5,124+85.3% |