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 | $61,152 | $49,227+24.2% | $70,449-13.2% | $79,858-23.4% |
| Participation rate | 81.6% | 69.2%+12.4pp | 75.1%+6.5pp | 69.6%+11.9pp |
| Annual return | 6.48% | 30.06%-23.6pp | 109.03%-102.5pp | 31.71%-25.2pp |
| Employer contribution / active EE | $395 | $2,099-81.2% | $2,737-85.6% | $2,471-84.0% |
| Participant deferral / active EE | $3,720 | $2,768+34.4% | $3,709+0.3% | $3,740-0.5% |
| Admin fee / account holder | $2,550 | $2,878-11.4% | $3,845-33.7% | $5,306-52.0% |