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 | $63,745 | $46,553+36.9% | $64,056-0.5% | $75,163-15.2% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 16.05% | 26.03%-10.0pp | 33.69%-17.6pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,063 | $1,974+4.5% | $2,747-24.9% | $2,670-22.7% |
| Participant deferral / active EE | $4,206 | $2,837+48.3% | $3,880+8.4% | $4,125+2.0% |
| Admin fee / account holder | $3,101 | $2,952+5.0% | $3,068+1.1% | $5,651-45.1% |