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 | $64,605 | $72,277-10.6% | $101,248-36.2% | $79,858-19.1% |
| Participation rate | 84.6% | 68.5%+16.2pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | 15.69% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,919 | $2,692-28.7% | $3,660-47.6% | $2,471-22.3% |
| Participant deferral / active EE | $8,243 | $3,282+151.2% | $4,370+88.6% | $3,740+120.4% |
| Admin fee / account holder | $2,252 | $4,400-48.8% | $5,945-62.1% | $5,306-57.6% |