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 | $58,128 | $76,367-23.9% | $93,606-37.9% | $72,985-20.4% |
| Participation rate | 90.0% | 71.7%+18.3pp | 75.8%+14.2pp | 69.5%+20.5pp |
| Annual return | 20.50% | 25.82%-5.3pp | 32.76%-12.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $585 | $2,275-74.3% | $2,718-78.5% | $2,440-76.0% |
| Participant deferral / active EE | $2,467 | $3,538-30.3% | $4,069-39.4% | $3,607-31.6% |
| Admin fee / account holder | $9,343 | $6,838+36.6% | $7,888+18.4% | $5,124+82.3% |