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 | $88,516 | $76,367+15.9% | $93,606-5.4% | $72,985+21.3% |
| Participation rate | 82.9% | 71.7%+11.1pp | 75.8%+7.0pp | 69.5%+13.4pp |
| Annual return | 18.47% | 25.82%-7.3pp | 32.76%-14.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,357 | $2,275-40.3% | $2,718-50.1% | $2,440-44.4% |
| Participant deferral / active EE | $3,266 | $3,538-7.7% | $4,069-19.7% | $3,607-9.5% |
| Admin fee / account holder | $1,629 | $6,838-76.2% | $7,888-79.3% | $5,124-68.2% |