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 | $62,828 | $53,018+18.5% | $70,014-10.3% | $62,891-0.1% |
| Participation rate | 83.3% | 67.2%+16.1pp | 71.8%+11.5pp | 69.3%+14.0pp |
| Annual return | 5.06% | 13.35%-8.3pp | 12.99%-7.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,314 | $1,799-26.9% | $2,338-43.8% | $2,281-42.4% |
| Participant deferral / active EE | $3,009 | $2,395+25.7% | $2,931+2.7% | $3,203-6.0% |
| Admin fee / account holder | $21,212 | $3,690+474.9% | $4,380+384.3% | $4,296+393.8% |