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 | $77,653 | $58,512+32.7% | $84,015-7.6% | $72,985+6.4% |
| Participation rate | 73.0% | 61.2%+11.7pp | 69.0%+4.0pp | 69.5%+3.5pp |
| Annual return | 16.56% | 28.93%-12.4pp | 71.31%-54.7pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,129 | $1,163-2.9% | $1,983-43.1% | $2,440-53.7% |
| Participant deferral / active EE | $4,002 | $2,394+67.2% | $3,239+23.6% | $3,607+10.9% |
| Admin fee / account holder | $2,805 | $4,569-38.6% | $6,101-54.0% | $5,124-45.3% |