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 | $67,554 | $53,777+25.6% | $134,143-49.6% | $79,858-15.4% |
| Participation rate | 86.4% | 58.8%+27.6pp | 72.2%+14.2pp | 69.6%+16.7pp |
| Annual return | 13.96% | 19.01%-5.0pp | 36.33%-22.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,515 | $1,321+14.7% | $3,704-59.1% | $2,471-38.7% |
| Participant deferral / active EE | $2,987 | $2,420+23.4% | $3,499-14.6% | $3,740-20.1% |
| Admin fee / account holder | $10,510 | $3,984+163.8% | $6,684+57.2% | $5,306+98.1% |