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 | $74,742 | $71,057+5.2% | $93,654-20.2% | $80,874-7.6% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.6%+4.4pp |
| Annual return | 10.65% | 11.26%-0.6pp | 133.34%-122.7pp | 35.62%-25.0pp |
| Employer contribution / active EE | $842 | $1,564-46.2% | $2,421-65.2% | $2,756-69.4% |
| Participant deferral / active EE | $4,969 | $4,034+23.2% | $4,413+12.6% | $4,297+15.6% |
| Admin fee / account holder | $1,712 | $6,944-75.3% | $8,282-79.3% | $6,935-75.3% |