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 | $68,344 | $54,541+25.3% | $78,778-13.2% | $70,131-2.5% |
| Participation rate | 96.8% | 60.8%+36.0pp | 69.2%+27.6pp | 69.5%+27.2pp |
| Annual return | 19.00% | 21.07%-2.1pp | 35.62%-16.6pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,718 | $1,089+57.8% | $1,986-13.5% | $2,342-26.7% |
| Participant deferral / active EE | $2,170 | $2,210-1.8% | $2,958-26.6% | $3,332-34.9% |
| Admin fee / account holder | $3,282 | $3,709-11.5% | $5,134-36.1% | $4,645-29.3% |