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 | $85,513 | $72,277+18.3% | $101,248-15.5% | $79,858+7.1% |
| Participation rate | 76.6% | 68.5%+8.1pp | 75.8%+0.8pp | 69.6%+7.0pp |
| Annual return | 11.74% | 22.30%-10.6pp | 46.47%-34.7pp | 31.71%-20.0pp |
| Employer contribution / active EE | $706 | $2,692-73.8% | $3,660-80.7% | $2,471-71.4% |
| Participant deferral / active EE | $3,529 | $3,282+7.5% | $4,370-19.2% | $3,740-5.6% |
| Admin fee / account holder | $9,532 | $4,400+116.6% | $5,945+60.3% | $5,306+79.6% |