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 | $59,612 | $57,354+3.9% | $83,848-28.9% | $64,186-7.1% |
| Participation rate | 74.3% | 68.6%+5.7pp | 76.1%-1.9pp | 69.6%+4.7pp |
| Annual return | 11.33% | 11.38%-0.1pp | 850.88%-839.5pp | 7.63%+3.7pp |
| Employer contribution / active EE | $1,354 | $2,545-46.8% | $3,631-62.7% | $2,381-43.1% |
| Participant deferral / active EE | $2,465 | $2,993-17.6% | $4,082-39.6% | $3,470-28.9% |
| Admin fee / account holder | $1,274 | $4,046-68.5% | $5,478-76.8% | $4,888-73.9% |