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 | $74,975 | $69,977+7.1% | $108,579-30.9% | $62,891+19.2% |
| Participation rate | 90.2% | 72.9%+17.3pp | 79.6%+10.7pp | 69.3%+20.9pp |
| Annual return | 6.61% | 10.73%-4.1pp | -51.70%+58.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $959 | $2,135-55.1% | $3,758-74.5% | $2,281-58.0% |
| Participant deferral / active EE | $4,062 | $3,165+28.4% | $4,311-5.8% | $3,203+26.8% |
| Admin fee / account holder | $4,268 | $5,076-15.9% | $7,645-44.2% | $4,296-0.6% |