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 | $60,531 | $55,706+8.7% | $75,886-20.2% | $72,985-17.1% |
| Participation rate | 95.5% | 61.1%+34.3pp | 69.3%+26.2pp | 69.5%+26.0pp |
| Annual return | 21.60% | 27.59%-6.0pp | 30.76%-9.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,579 | $1,687+52.9% | $2,500+3.2% | $2,440+5.7% |
| Participant deferral / active EE | $7,668 | $2,634+191.1% | $3,603+112.8% | $3,607+112.6% |
| Admin fee / account holder | $985 | $3,978-75.2% | $5,418-81.8% | $5,124-80.8% |