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 | $55,820 | $53,777+3.8% | $134,143-58.4% | $79,858-30.1% |
| Participation rate | 75.5% | 58.8%+16.7pp | 72.2%+3.3pp | 69.6%+5.8pp |
| Annual return | 23.26% | 19.01%+4.3pp | 36.33%-13.1pp | 31.71%-8.5pp |
| Employer contribution / active EE | $885 | $1,321-33.0% | $3,704-76.1% | $2,471-64.2% |
| Participant deferral / active EE | $2,967 | $2,420+22.6% | $3,499-15.2% | $3,740-20.7% |
| Admin fee / account holder | $3,717 | $3,984-6.7% | $6,684-44.4% | $5,306-30.0% |