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 | $61,781 | $54,762+12.8% | $90,281-31.6% | $72,985-15.4% |
| Participation rate | 86.0% | 65.1%+20.8pp | 73.3%+12.7pp | 69.5%+16.5pp |
| Annual return | 23.78% | 30.63%-6.9pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $4,113 | $2,092+96.6% | $2,854+44.1% | $2,440+68.6% |
| Participant deferral / active EE | $3,564 | $2,887+23.4% | $3,885-8.3% | $3,607-1.2% |
| Admin fee / account holder | $15,849 | $3,972+299.0% | $5,351+196.2% | $5,124+209.3% |