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 | $72,002 | $60,349+19.3% | $74,183-2.9% | $62,891+14.5% |
| Participation rate | 76.3% | 72.7%+3.6pp | 76.6%-0.3pp | 69.3%+7.0pp |
| Annual return | 5.93% | 21.37%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $632 | $1,680-62.4% | $2,370-73.4% | $2,281-72.3% |
| Participant deferral / active EE | $2,241 | $2,856-21.5% | $3,550-36.9% | $3,203-30.0% |
| Admin fee / account holder | $8,538 | $4,261+100.4% | $5,586+52.9% | $4,296+98.8% |