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 | $61,736 | $60,349+2.3% | $74,183-16.8% | $62,891-1.8% |
| Participation rate | 97.3% | 72.7%+24.6pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | 7.84% | 21.37%-13.5pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,816 | $1,680+8.1% | $2,370-23.4% | $2,281-20.4% |
| Participant deferral / active EE | $3,774 | $2,856+32.1% | $3,550+6.3% | $3,203+17.8% |
| Admin fee / account holder | $477 | $4,261-88.8% | $5,586-91.5% | $4,296-88.9% |