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 | $78,136 | $57,016+37.0% | $84,966-8.0% | $80,856-3.4% |
| Participation rate | 77.8% | 56.3%+21.4pp | 67.5%+10.3pp | 67.6%+10.1pp |
| Annual return | 16.25% | 21.66%-5.4pp | 66.38%-50.1pp | 35.59%-19.3pp |
| Employer contribution / active EE | $784 | $1,798-56.4% | $2,727-71.3% | $2,755-71.5% |
| Participant deferral / active EE | $3,304 | $3,110+6.3% | $4,519-26.9% | $4,296-23.1% |
| Admin fee / account holder | $4,117 | $4,980-17.3% | $6,149-33.0% | $6,918-40.5% |