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 | $88,667 | $67,606+31.2% | $82,313+7.7% | $70,131+26.4% |
| Participation rate | 74.0% | 72.8%+1.2pp | 76.9%-2.9pp | 69.5%+4.5pp |
| Annual return | 13.46% | 21.57%-8.1pp | 25.88%-12.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $531 | $1,755-69.7% | $2,428-78.1% | $2,342-77.3% |
| Participant deferral / active EE | $2,378 | $2,987-20.4% | $3,706-35.8% | $3,332-28.6% |
| Admin fee / account holder | $14,334 | $4,512+217.7% | $5,608+155.6% | $4,645+208.6% |