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 | $63,432 | $60,349+5.1% | $74,183-14.5% | $62,891+0.9% |
| Participation rate | 97.0% | 72.7%+24.2pp | 76.6%+20.4pp | 69.3%+27.7pp |
| Annual return | 5.16% | 21.37%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $3,030 | $1,680+80.4% | $2,370+27.9% | $2,281+32.9% |
| Participant deferral / active EE | $1,549 | $2,856-45.8% | $3,550-56.4% | $3,203-51.6% |
| Admin fee / account holder | $2,216 | $4,261-48.0% | $5,586-60.3% | $4,296-48.4% |