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 | $80,339 | $74,927+7.2% | $101,794-21.1% | $84,808-5.3% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.2%+0.8pp | 68.3%+1.7pp |
| Annual return | 23.19% | 18.70%+4.5pp | 30.53%-7.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $639 | $1,522-58.0% | $2,289-72.1% | $2,631-75.7% |
| Participant deferral / active EE | $2,440 | $3,099-21.3% | $4,084-40.2% | $4,212-42.1% |
| Admin fee / account holder | $1,226 | $6,514-81.2% | $8,777-86.0% | $7,344-83.3% |