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 | $79,125 | $71,050+11.4% | $93,606-15.5% | $80,856-2.1% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.6%+15.7pp |
| Annual return | 12.35% | 11.26%+1.1pp | 133.20%-120.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $709 | $1,564-54.7% | $2,420-70.7% | $2,755-74.3% |
| Participant deferral / active EE | $5,871 | $4,034+45.5% | $4,411+33.1% | $4,296+36.7% |
| Admin fee / account holder | $3,579 | $6,945-48.5% | $8,285-56.8% | $6,918-48.3% |