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 | $69,098 | $58,512+18.1% | $84,015-17.8% | $72,985-5.3% |
| Participation rate | 70.0% | 61.2%+8.8pp | 69.0%+1.0pp | 69.5%+0.5pp |
| Annual return | 21.45% | 28.93%-7.5pp | 71.31%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $912 | $1,163-21.6% | $1,983-54.0% | $2,440-62.6% |
| Participant deferral / active EE | $3,367 | $2,394+40.6% | $3,239+3.9% | $3,607-6.7% |
| Admin fee / account holder | $3,132 | $4,569-31.5% | $6,101-48.7% | $5,124-38.9% |