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 | $66,066 | $56,053+17.9% | $75,972-13.0% | $80,856-18.3% |
| Participation rate | 79.5% | 62.0%+17.5pp | 69.1%+10.4pp | 67.6%+11.8pp |
| Annual return | 11.77% | 20.53%-8.8pp | 359.55%-347.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,983 | $1,874+5.8% | $2,685-26.1% | $2,755-28.0% |
| Participant deferral / active EE | $2,286 | $3,052-25.1% | $4,255-46.3% | $4,296-46.8% |
| Admin fee / account holder | $912 | $5,234-82.6% | $6,467-85.9% | $6,918-86.8% |