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 | $67,513 | $59,101+14.2% | $77,163-12.5% | $75,163-10.2% |
| Participation rate | 77.6% | 63.9%+13.7pp | 69.6%+8.0pp | 67.2%+10.4pp |
| Annual return | 17.06% | 26.71%-9.7pp | 37.87%-20.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,309 | $1,995+15.7% | $2,535-8.9% | $2,670-13.5% |
| Participant deferral / active EE | $4,683 | $2,999+56.2% | $3,833+22.2% | $4,125+13.5% |
| Admin fee / account holder | $4,559 | $4,774-4.5% | $5,472-16.7% | $5,651-19.3% |