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 | $65,792 | $59,839+9.9% | $81,983-19.7% | $79,858-17.6% |
| Participation rate | 74.1% | 61.6%+12.5pp | 69.2%+4.8pp | 69.6%+4.4pp |
| Annual return | 13.28% | 17.56%-4.3pp | 41.31%-28.0pp | 31.71%-18.4pp |
| Employer contribution / active EE | $380 | $1,713-77.8% | $2,498-84.8% | $2,471-84.6% |
| Participant deferral / active EE | $2,647 | $2,695-1.8% | $3,722-28.9% | $3,740-29.2% |
| Admin fee / account holder | $1,584 | $4,287-63.1% | $5,664-72.0% | $5,306-70.1% |