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 | $74,110 | $72,492+2.2% | $87,100-14.9% | $72,985+1.5% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 20.08% | 24.46%-4.4pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,034 | $1,894-45.4% | $2,521-59.0% | $2,440-57.6% |
| Participant deferral / active EE | $5,289 | $3,270+61.8% | $4,049+30.6% | $3,607+46.6% |
| Admin fee / account holder | $3,756 | $5,055-25.7% | $7,497-49.9% | $5,124-26.7% |