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 | $59,823 | $53,018+12.8% | $70,014-14.6% | $62,891-4.9% |
| Participation rate | 78.6% | 67.2%+11.4pp | 71.8%+6.8pp | 69.3%+9.3pp |
| Annual return | 7.32% | 13.35%-6.0pp | 12.99%-5.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,491 | $1,799+38.5% | $2,338+6.5% | $2,281+9.2% |
| Participant deferral / active EE | $5,259 | $2,395+119.6% | $2,931+79.4% | $3,203+64.2% |
| Admin fee / account holder | $6,235 | $3,690+69.0% | $4,380+42.3% | $4,296+45.1% |