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 | $88,869 | $54,573+62.8% | $90,951-2.3% | $73,488+20.9% |
| Participation rate | 70.3% | 61.2%+9.2pp | 69.0%+1.3pp | 70.7%-0.3pp |
| Annual return | 15.25% | 16.69%-1.4pp | 134.60%-119.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $322 | $991-67.5% | $2,122-84.8% | $2,270-85.8% |
| Participant deferral / active EE | $3,597 | $2,517+42.9% | $3,373+6.6% | $3,740-3.8% |
| Admin fee / account holder | $1,408 | $521+170.1% | $5,959-76.4% | $513+174.5% |