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 | $72,159 | $58,512+23.3% | $84,015-14.1% | $72,985-1.1% |
| Participation rate | 71.9% | 61.2%+10.7pp | 69.0%+2.9pp | 69.5%+2.4pp |
| Annual return | 22.28% | 28.93%-6.7pp | 71.31%-49.0pp | 81.00%-58.7pp |
| Employer contribution / active EE | $243 | $1,163-79.1% | $1,983-87.7% | $2,440-90.0% |
| Participant deferral / active EE | $2,384 | $2,394-0.4% | $3,239-26.4% | $3,607-33.9% |
| Admin fee / account holder | $1,671 | $4,569-63.4% | $6,101-72.6% | $5,124-67.4% |