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 | $61,890 | $54,541+13.5% | $78,778-21.4% | $70,131-11.8% |
| Participation rate | 81.8% | 60.8%+21.0pp | 69.2%+12.6pp | 69.5%+12.3pp |
| Annual return | 15.14% | 21.07%-5.9pp | 35.62%-20.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $860 | $1,089-21.0% | $1,986-56.7% | $2,342-63.3% |
| Participant deferral / active EE | $4,116 | $2,210+86.2% | $2,958+39.1% | $3,332+23.5% |
| Admin fee / account holder | $2,669 | $3,709-28.0% | $5,134-48.0% | $4,645-42.5% |