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 | $61,332 | $58,512+4.8% | $84,015-27.0% | $72,985-16.0% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.0%+11.0pp | 69.5%+10.5pp |
| Annual return | 24.64% | 28.93%-4.3pp | 71.31%-46.7pp | 81.00%-56.4pp |
| Employer contribution / active EE | $349 | $1,163-70.0% | $1,983-82.4% | $2,440-85.7% |
| Participant deferral / active EE | $1,461 | $2,394-39.0% | $3,239-54.9% | $3,607-59.5% |
| Admin fee / account holder | $1,354 | $4,569-70.4% | $6,101-77.8% | $5,124-73.6% |