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 | $58,333 | $47,848+21.9% | $81,478-28.4% | $70,131-16.8% |
| Participation rate | 75.3% | 58.3%+17.0pp | 68.0%+7.3pp | 69.5%+5.8pp |
| Annual return | 20.64% | 27.25%-6.6pp | 38.78%-18.1pp | 73.14%-52.5pp |
| Employer contribution / active EE | $2,918 | $1,527+91.1% | $2,568+13.6% | $2,342+24.6% |
| Participant deferral / active EE | $4,338 | $2,453+76.8% | $3,537+22.6% | $3,332+30.2% |
| Admin fee / account holder | $1,181 | $3,145-62.5% | $4,561-74.1% | $4,645-74.6% |