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 | $56,102 | $53,777+4.3% | $134,143-58.2% | $79,858-29.7% |
| Participation rate | 90.0% | 58.8%+31.2pp | 72.2%+17.8pp | 69.6%+20.4pp |
| Annual return | 16.31% | 19.01%-2.7pp | 36.33%-20.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,931 | $1,321+46.1% | $3,704-47.9% | $2,471-21.9% |
| Participant deferral / active EE | $3,981 | $2,420+64.5% | $3,499+13.8% | $3,740+6.4% |
| Admin fee / account holder | $4,498 | $3,984+12.9% | $6,684-32.7% | $5,306-15.2% |