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 | $66,583 | $55,706+19.5% | $75,886-12.3% | $72,985-8.8% |
| Participation rate | 90.6% | 61.1%+29.5pp | 69.3%+21.3pp | 69.5%+21.1pp |
| Annual return | 23.69% | 27.59%-3.9pp | 30.76%-7.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,539 | $1,687-8.7% | $2,500-38.4% | $2,440-36.9% |
| Participant deferral / active EE | $2,816 | $2,634+6.9% | $3,603-21.8% | $3,607-21.9% |
| Admin fee / account holder | $1,812 | $3,978-54.4% | $5,418-66.6% | $5,124-64.6% |