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 | $56,028 | $45,035+24.4% | $62,995-11.1% | $70,131-20.1% |
| Participation rate | 89.3% | 69.5%+19.8pp | 74.8%+14.5pp | 69.5%+19.7pp |
| Annual return | 11.40% | 18.76%-7.4pp | 87.57%-76.2pp | 73.14%-61.7pp |
| Employer contribution / active EE | $2,102 | $2,051+2.5% | $2,759-23.8% | $2,342-10.3% |
| Participant deferral / active EE | $6,796 | $2,465+175.7% | $3,329+104.1% | $3,332+104.0% |
| Admin fee / account holder | $1,559 | $2,834-45.0% | $3,600-56.7% | $4,645-66.4% |