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 | $70,855 | $67,411+5.1% | $91,001-22.1% | $70,131+1.0% |
| Participation rate | 79.2% | 71.4%+7.8pp | 75.6%+3.6pp | 69.5%+9.6pp |
| Annual return | 14.81% | -40.16%+55.0pp | 4.60%+10.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $338 | $1,786-81.1% | $2,456-86.2% | $2,342-85.6% |
| Participant deferral / active EE | $2,733 | $2,823-3.2% | $3,547-23.0% | $3,332-18.0% |
| Admin fee / account holder | $3,190 | $4,236-24.7% | $5,417-41.1% | $4,645-31.3% |