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 | $64,651 | $56,897+13.6% | $84,750-23.7% | $62,891+2.8% |
| Participation rate | 84.2% | 68.5%+15.7pp | 76.6%+7.6pp | 69.3%+14.9pp |
| Annual return | 7.33% | 6.30%+1.0pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $848 | $2,400-64.6% | $3,574-76.3% | $2,281-62.8% |
| Participant deferral / active EE | $3,579 | $2,709+32.1% | $3,712-3.6% | $3,203+11.7% |
| Admin fee / account holder | $574 | $3,581-84.0% | $5,332-89.2% | $4,296-86.6% |