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 | $60,763 | $72,277-15.9% | $101,248-40.0% | $79,858-23.9% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 23.97% | 22.30%+1.7pp | 46.47%-22.5pp | 31.71%-7.7pp |
| Employer contribution / active EE | $2,606 | $2,692-3.2% | $3,660-28.8% | $2,471+5.5% |
| Participant deferral / active EE | $5,403 | $3,282+64.7% | $4,370+23.6% | $3,740+44.5% |
| Admin fee / account holder | $478 | $4,400-89.1% | $5,945-92.0% | $5,306-91.0% |