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 | $76,867 | $65,376+17.6% | $87,100-11.7% | $65,185+17.9% |
| Participation rate | 70.5% | 75.3%-4.9pp | 76.9%-6.4pp | 70.2%+0.3pp |
| Annual return | 23.67% | 31.27%-7.6pp | 28.19%-4.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,945 | $1,822+6.7% | $2,521-22.9% | $2,177-10.6% |
| Participant deferral / active EE | $3,783 | $3,388+11.6% | $4,049-6.6% | $3,514+7.7% |
| Admin fee / account holder | $3,551 | $520+583.3% | $7,497-52.6% | $847+319.2% |