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 | $56,694 | $54,762+3.5% | $90,281-37.2% | $72,985-22.3% |
| Participation rate | 81.1% | 65.1%+15.9pp | 73.3%+7.8pp | 69.5%+11.6pp |
| Annual return | 20.74% | 30.63%-9.9pp | 78.10%-57.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $704 | $2,092-66.4% | $2,854-75.3% | $2,440-71.2% |
| Participant deferral / active EE | $3,349 | $2,887+16.0% | $3,885-13.8% | $3,607-7.2% |
| Admin fee / account holder | $721 | $3,972-81.9% | $5,351-86.5% | $5,124-85.9% |