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 | $71,150 | $58,512+21.6% | $84,015-15.3% | $72,985-2.5% |
| Participation rate | 83.8% | 61.2%+22.6pp | 69.0%+14.8pp | 69.5%+14.3pp |
| Annual return | 16.76% | 28.93%-12.2pp | 71.31%-54.5pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,773 | $1,163+52.5% | $1,983-10.6% | $2,440-27.3% |
| Participant deferral / active EE | $3,296 | $2,394+37.7% | $3,239+1.8% | $3,607-8.6% |
| Admin fee / account holder | $5,371 | $4,569+17.5% | $6,101-12.0% | $5,124+4.8% |