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 | $63,074 | $54,541+15.6% | $78,778-19.9% | $70,131-10.1% |
| Participation rate | 80.5% | 60.8%+19.7pp | 69.2%+11.3pp | 69.5%+11.0pp |
| Annual return | 16.51% | 21.07%-4.6pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,325 | $1,089+21.7% | $1,986-33.3% | $2,342-43.4% |
| Participant deferral / active EE | $3,981 | $2,210+80.1% | $2,958+34.6% | $3,332+19.5% |
| Admin fee / account holder | $498 | $3,709-86.6% | $5,134-90.3% | $4,645-89.3% |