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 | $67,346 | $59,839+12.5% | $81,983-17.9% | $79,858-15.7% |
| Participation rate | 88.2% | 61.6%+26.6pp | 69.2%+19.0pp | 69.6%+18.6pp |
| Annual return | 14.61% | 17.56%-2.9pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,614 | $1,713-5.8% | $2,498-35.4% | $2,471-34.7% |
| Participant deferral / active EE | $3,017 | $2,695+12.0% | $3,722-18.9% | $3,740-19.3% |
| Admin fee / account holder | $8,283 | $4,287+93.2% | $5,664+46.2% | $5,306+56.1% |