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 | $74,706 | $49,025+52.4% | $87,507-14.6% | $62,891+18.8% |
| Participation rate | 92.1% | 64.9%+27.2pp | 73.8%+18.2pp | 69.3%+22.8pp |
| Annual return | 7.50% | 10.02%-2.5pp | 12.21%-4.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $611 | $1,372-55.5% | $2,550-76.1% | $2,281-73.2% |
| Participant deferral / active EE | $1,543 | $2,289-32.6% | $3,149-51.0% | $3,203-51.8% |
| Admin fee / account holder | $2,676 | $4,065-34.2% | $4,221-36.6% | $4,296-37.7% |