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 | $50,330 | $49,025+2.7% | $87,507-42.5% | $62,891-20.0% |
| Participation rate | 87.4% | 64.9%+22.5pp | 73.8%+13.5pp | 69.3%+18.1pp |
| Annual return | 7.44% | 10.02%-2.6pp | 12.21%-4.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $628 | $1,372-54.2% | $2,550-75.4% | $2,281-72.4% |
| Participant deferral / active EE | $3,762 | $2,289+64.3% | $3,149+19.5% | $3,203+17.4% |
| Admin fee / account holder | $1,178 | $4,065-71.0% | $4,221-72.1% | $4,296-72.6% |