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 | $71,366 | $60,022+18.9% | $88,946-19.8% | $84,808-15.8% |
| Participation rate | 77.8% | 57.8%+19.9pp | 68.8%+8.9pp | 68.3%+9.5pp |
| Annual return | 19.07% | 22.43%-3.4pp | 57.82%-38.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,704 | $1,703+0.1% | $2,555-33.3% | $2,631-35.2% |
| Participant deferral / active EE | $3,876 | $3,114+24.5% | $4,581-15.4% | $4,212-8.0% |
| Admin fee / account holder | $1,678 | $4,811-65.1% | $8,261-79.7% | $7,344-77.2% |