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 | $71,452 | $67,606+5.7% | $82,313-13.2% | $70,131+1.9% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 20.03% | 21.57%-1.5pp | 25.88%-5.8pp | 73.14%-53.1pp |
| Employer contribution / active EE | $407 | $1,755-76.8% | $2,428-83.3% | $2,342-82.6% |
| Participant deferral / active EE | $3,360 | $2,987+12.5% | $3,706-9.3% | $3,332+0.9% |
| Admin fee / account holder | $17,736 | $4,512+293.1% | $5,608+216.3% | $4,645+281.8% |