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 | $72,339 | $52,836+36.9% | $105,738-31.6% | $64,186+12.7% |
| Participation rate | 78.1% | 66.5%+11.6pp | 76.3%+1.8pp | 69.6%+8.6pp |
| Annual return | 5.88% | 14.30%-8.4pp | 6.27%-0.4pp | 7.63%-1.7pp |
| Employer contribution / active EE | $564 | $1,827-69.1% | $3,268-82.7% | $2,381-76.3% |
| Participant deferral / active EE | $3,262 | $2,545+28.1% | $4,080-20.1% | $3,470-6.0% |
| Admin fee / account holder | $24,504 | $3,959+519.0% | $6,913+254.5% | $4,888+401.3% |