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 | $73,752 | $60,349+22.2% | $74,183-0.6% | $62,891+17.3% |
| Participation rate | 70.7% | 72.7%-2.0pp | 76.6%-5.9pp | 69.3%+1.4pp |
| Annual return | 5.62% | 21.37%-15.8pp | 17.74%-12.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $2,374 | $1,680+41.3% | $2,370+0.2% | $2,281+4.1% |
| Participant deferral / active EE | $2,812 | $2,856-1.5% | $3,550-20.8% | $3,203-12.2% |
| Admin fee / account holder | $1,291 | $4,261-69.7% | $5,586-76.9% | $4,296-69.9% |