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 | $66,094 | $57,828+14.3% | $117,039-43.5% | $70,131-5.8% |
| Participation rate | 73.1% | 67.1%+6.0pp | 77.2%-4.1pp | 69.5%+3.5pp |
| Annual return | 16.69% | 17.55%-0.9pp | 18.95%-2.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $1,362 | $1,816-25.0% | $3,785-64.0% | $2,342-41.9% |
| Participant deferral / active EE | $3,273 | $2,438+34.3% | $3,929-16.7% | $3,332-1.8% |
| Admin fee / account holder | $9,139 | $3,548+157.6% | $5,974+53.0% | $4,645+96.7% |