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 | $69,956 | $58,828+18.9% | $77,999-10.3% | $62,891+11.2% |
| Participation rate | 78.3% | 71.1%+7.3pp | 75.5%+2.8pp | 69.3%+9.0pp |
| Annual return | 6.45% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $724 | $1,672-56.7% | $2,470-70.7% | $2,281-68.3% |
| Participant deferral / active EE | $1,749 | $2,686-34.9% | $3,497-50.0% | $3,203-45.4% |
| Admin fee / account holder | $2,920 | $4,393-33.5% | $5,480-46.7% | $4,296-32.0% |