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 | $71,016 | $63,764+11.4% | $81,930-13.3% | $79,858-11.1% |
| Participation rate | 88.9% | 67.5%+21.4pp | 72.0%+16.9pp | 69.6%+19.3pp |
| Annual return | 10.72% | 22.66%-11.9pp | 29.49%-18.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,627 | $1,795-9.4% | $4,310-62.3% | $2,471-34.2% |
| Participant deferral / active EE | $2,741 | $2,780-1.4% | $7,107-61.4% | $3,740-26.7% |
| Admin fee / account holder | $12,263 | $4,426+177.0% | $5,158+137.7% | $5,306+131.1% |