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 | $66,813 | $59,839+11.7% | $81,983-18.5% | $79,858-16.3% |
| Participation rate | 74.3% | 61.6%+12.7pp | 69.2%+5.0pp | 69.6%+4.7pp |
| Annual return | 13.62% | 17.56%-3.9pp | 41.31%-27.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,066 | $1,713+20.6% | $2,498-17.3% | $2,471-16.4% |
| Participant deferral / active EE | $3,320 | $2,695+23.2% | $3,722-10.8% | $3,740-11.2% |
| Admin fee / account holder | $913 | $4,287-78.7% | $5,664-83.9% | $5,306-82.8% |