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 | $60,121 | $54,762+9.8% | $90,281-33.4% | $72,985-17.6% |
| Participation rate | 73.1% | 65.1%+7.9pp | 73.3%-0.2pp | 69.5%+3.6pp |
| Annual return | 16.88% | 30.63%-13.8pp | 78.10%-61.2pp | 81.00%-64.1pp |
| Employer contribution / active EE | $2,449 | $2,092+17.0% | $2,854-14.2% | $2,440+0.4% |
| Participant deferral / active EE | $3,869 | $2,887+34.0% | $3,885-0.4% | $3,607+7.2% |
| Admin fee / account holder | $8,972 | $3,972+125.9% | $5,351+67.7% | $5,124+75.1% |