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 | $69,751 | $65,365+6.7% | $92,893-24.9% | $72,985-4.4% |
| Participation rate | 74.1% | 68.3%+5.8pp | 76.0%-1.9pp | 69.5%+4.6pp |
| Annual return | 23.82% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $2,743 | $2,594+5.7% | $3,653-24.9% | $2,440+12.4% |
| Participant deferral / active EE | $7,144 | $3,128+128.4% | $4,236+68.7% | $3,607+98.0% |
| Admin fee / account holder | $860 | $4,251-79.8% | $5,794-85.2% | $5,124-83.2% |