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 | $67,905 | $57,016+19.1% | $84,966-20.1% | $80,856-16.0% |
| Participation rate | 92.6% | 56.3%+36.2pp | 67.5%+25.1pp | 67.6%+25.0pp |
| Annual return | 12.22% | 21.66%-9.4pp | 66.38%-54.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,452 | $1,798-19.2% | $2,727-46.8% | $2,755-47.3% |
| Participant deferral / active EE | $3,324 | $3,110+6.9% | $4,519-26.5% | $4,296-22.6% |
| Admin fee / account holder | $1,107 | $4,980-77.8% | $6,149-82.0% | $6,918-84.0% |