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 | $71,320 | $48,364+47.5% | $71,796-0.7% | $62,891+13.4% |
| Participation rate | 80.5% | 60.6%+19.9pp | 69.1%+11.4pp | 69.3%+11.2pp |
| Annual return | 5.61% | 13.16%-7.5pp | 78.04%-72.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $226 | $1,042-78.3% | $1,924-88.3% | $2,281-90.1% |
| Participant deferral / active EE | $2,159 | $2,091+3.2% | $2,794-22.7% | $3,203-32.6% |
| Admin fee / account holder | $2,531 | $3,771-32.9% | $4,815-47.4% | $4,296-41.1% |