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 | $66,734 | $65,365+2.1% | $92,893-28.2% | $72,985-8.6% |
| Participation rate | 75.9% | 68.3%+7.5pp | 76.0%-0.1pp | 69.5%+6.4pp |
| Annual return | 22.59% | 42.10%-19.5pp | 109.41%-86.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,496 | $2,594-42.3% | $3,653-59.0% | $2,440-38.7% |
| Participant deferral / active EE | $3,480 | $3,128+11.2% | $4,236-17.9% | $3,607-3.5% |
| Admin fee / account holder | $10,341 | $4,251+143.2% | $5,794+78.5% | $5,124+101.8% |