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 | $67,959 | $58,851+15.5% | $115,157-41.0% | $72,985-6.9% |
| Participation rate | 82.9% | 65.5%+17.4pp | 75.9%+7.0pp | 69.5%+13.4pp |
| Annual return | 20.58% | 23.16%-2.6pp | 35.60%-15.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,569 | $1,798-12.7% | $3,179-50.7% | $2,440-35.7% |
| Participant deferral / active EE | $3,624 | $2,643+37.1% | $4,168-13.1% | $3,607+0.5% |
| Admin fee / account holder | $2,854 | $6,370-55.2% | $7,088-59.7% | $5,124-44.3% |