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 | $64,033 | $55,706+14.9% | $75,886-15.6% | $72,985-12.3% |
| Participation rate | 75.8% | 61.1%+14.6pp | 69.3%+6.5pp | 69.5%+6.3pp |
| Annual return | 25.94% | 27.59%-1.7pp | 30.76%-4.8pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,403 | $1,687-16.8% | $2,500-43.9% | $2,440-42.5% |
| Participant deferral / active EE | $3,847 | $2,634+46.1% | $3,603+6.8% | $3,607+6.6% |
| Admin fee / account holder | $849 | $3,978-78.7% | $5,418-84.3% | $5,124-83.4% |