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 | $68,779 | $63,355+8.6% | $91,989-25.2% | $72,985-5.8% |
| Participation rate | 94.1% | 72.5%+21.6pp | 78.6%+15.5pp | 69.5%+24.6pp |
| Annual return | 24.48% | 35.35%-10.9pp | 69.02%-44.5pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,770 | $2,116-16.3% | $3,452-48.7% | $2,440-27.4% |
| Participant deferral / active EE | $11,629 | $4,883+138.2% | $5,923+96.3% | $3,607+222.4% |
| Admin fee / account holder | $4,447 | $4,668-4.7% | $7,743-42.6% | $5,124-13.2% |