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 | $77,559 | $67,606+14.7% | $82,313-5.8% | $70,131+10.6% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.9%+7.1pp | 69.5%+14.5pp |
| Annual return | 20.15% | 21.57%-1.4pp | 25.88%-5.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,144 | $1,755+22.2% | $2,428-11.7% | $2,342-8.5% |
| Participant deferral / active EE | $2,791 | $2,987-6.6% | $3,706-24.7% | $3,332-16.2% |
| Admin fee / account holder | $2,330 | $4,512-48.4% | $5,608-58.4% | $4,645-49.8% |