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 | $78,577 | $50,958+54.2% | $74,550+5.4% | $64,186+22.4% |
| Participation rate | 85.1% | 61.1%+24.0pp | 69.1%+15.9pp | 69.6%+15.5pp |
| Annual return | 1.52% | -1.86%+3.4pp | 32.53%-31.0pp | 7.63%-6.1pp |
| Employer contribution / active EE | $404 | $1,115-63.8% | $1,961-79.4% | $2,381-83.0% |
| Participant deferral / active EE | $3,094 | $2,301+34.4% | $3,108-0.5% | $3,470-10.8% |
| Admin fee / account holder | $1,161 | $4,223-72.5% | $5,060-77.1% | $4,888-76.3% |