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 | $73,451 | $72,277+1.6% | $101,248-27.5% | $79,858-8.0% |
| Participation rate | 74.6% | 68.5%+6.2pp | 75.8%-1.2pp | 69.6%+5.0pp |
| Annual return | 15.27% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,458 | $2,692-45.8% | $3,660-60.2% | $2,471-41.0% |
| Participant deferral / active EE | $2,564 | $3,282-21.9% | $4,370-41.3% | $3,740-31.4% |
| Admin fee / account holder | $2,589 | $4,400-41.2% | $5,945-56.4% | $5,306-51.2% |