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 5-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 | $60,615 | $80,673-24.9% | $101,326-40.2% | $84,808-28.5% |
| Participation rate | 73.8% | 77.8%-3.9pp | 81.5%-7.7pp | 68.3%+5.5pp |
| Annual return | 25.48% | 38.95%-13.5pp | 36.82%-11.3pp | 40.90%-15.4pp |
| Employer contribution / active EE | $660 | $2,698-75.5% | $3,665-82.0% | $2,631-74.9% |
| Participant deferral / active EE | $10,404 | $6,840+52.1% | $7,994+30.2% | $4,212+147.0% |
| Admin fee / account holder | $8,946 | $12,784-30.0% | $11,185-20.0% | $7,344+21.8% |