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 | $60,475 | $58,828+2.8% | $77,999-22.5% | $62,891-3.8% |
| Participation rate | 84.2% | 71.1%+13.2pp | 75.5%+8.7pp | 69.3%+14.9pp |
| Annual return | 9.05% | 17.16%-8.1pp | 425.96%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,366 | $1,672-18.3% | $2,470-44.7% | $2,281-40.1% |
| Participant deferral / active EE | $3,121 | $2,686+16.2% | $3,497-10.7% | $3,203-2.6% |
| Admin fee / account holder | $2,115 | $4,393-51.9% | $5,480-61.4% | $4,296-50.8% |