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 | $62,979 | $55,706+13.1% | $75,886-17.0% | $72,985-13.7% |
| Participation rate | 70.6% | 61.1%+9.5pp | 69.3%+1.3pp | 69.5%+1.1pp |
| Annual return | 19.98% | 27.59%-7.6pp | 30.76%-10.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $2,543 | $1,687+50.8% | $2,500+1.7% | $2,440+4.2% |
| Participant deferral / active EE | $5,374 | $2,634+104.1% | $3,603+49.2% | $3,607+49.0% |
| Admin fee / account holder | $2,035 | $3,978-48.8% | $5,418-62.4% | $5,124-60.3% |