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 | $57,367 | $56,897+0.8% | $84,750-32.3% | $62,891-8.8% |
| Participation rate | 76.9% | 68.5%+8.4pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 8.77% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $514 | $2,400-78.6% | $3,574-85.6% | $2,281-77.5% |
| Participant deferral / active EE | $2,128 | $2,709-21.4% | $3,712-42.7% | $3,203-33.6% |
| Admin fee / account holder | $792 | $3,581-77.9% | $5,332-85.2% | $4,296-81.6% |