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 | $69,650 | $63,355+9.9% | $91,989-24.3% | $72,985-4.6% |
| Participation rate | 94.0% | 72.5%+21.5pp | 78.6%+15.4pp | 69.5%+24.5pp |
| Annual return | 27.03% | 35.35%-8.3pp | 69.02%-42.0pp | 81.00%-54.0pp |
| Employer contribution / active EE | $2,512 | $2,116+18.7% | $3,452-27.2% | $2,440+3.0% |
| Participant deferral / active EE | $5,411 | $4,883+10.8% | $5,923-8.6% | $3,607+50.0% |
| Admin fee / account holder | $3,784 | $4,668-18.9% | $7,743-51.1% | $5,124-26.2% |