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 | $55,223 | $54,762+0.8% | $90,281-38.8% | $72,985-24.3% |
| Participation rate | 71.9% | 65.1%+6.7pp | 73.3%-1.4pp | 69.5%+2.4pp |
| Annual return | 18.82% | 30.63%-11.8pp | 78.10%-59.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $351 | $2,092-83.2% | $2,854-87.7% | $2,440-85.6% |
| Participant deferral / active EE | $5,164 | $2,887+78.9% | $3,885+32.9% | $3,607+43.1% |
| Admin fee / account holder | $2,358 | $3,972-40.6% | $5,351-55.9% | $5,124-54.0% |