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 | $61,481 | $45,566+34.9% | $64,105-4.1% | $59,632+3.1% |
| Participation rate | 73.8% | 60.2%+13.7pp | 68.2%+5.7pp | 68.7%+5.2pp |
| Annual return | 1.73% | 4.95%-3.2pp | 791.24%-789.5pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $561 | $934-40.0% | $1,820-69.2% | $2,203-74.5% |
| Participant deferral / active EE | $2,271 | $2,057+10.4% | $2,822-19.5% | $3,192-28.9% |
| Admin fee / account holder | $1,245 | $3,268-61.9% | $4,499-72.3% | $4,297-71.0% |