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 | $61,253 | $56,897+7.7% | $84,750-27.7% | $62,891-2.6% |
| Participation rate | 76.3% | 68.5%+7.8pp | 76.6%-0.3pp | 69.3%+7.0pp |
| Annual return | 10.12% | 6.30%+3.8pp | 22.78%-12.7pp | 20.14%-10.0pp |
| Employer contribution / active EE | $3,002 | $2,400+25.1% | $3,574-16.0% | $2,281+31.6% |
| Participant deferral / active EE | $5,687 | $2,709+109.9% | $3,712+53.2% | $3,203+77.5% |
| Admin fee / account holder | $1,117 | $3,581-68.8% | $5,332-79.0% | $4,296-74.0% |