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 | $65,183 | $54,541+19.5% | $78,778-17.3% | $70,131-7.1% |
| Participation rate | 90.4% | 60.8%+29.6pp | 69.2%+21.2pp | 69.5%+20.8pp |
| Annual return | 18.74% | 21.07%-2.3pp | 35.62%-16.9pp | 73.14%-54.4pp |
| Employer contribution / active EE | $769 | $1,089-29.3% | $1,986-61.3% | $2,342-67.2% |
| Participant deferral / active EE | $3,023 | $2,210+36.8% | $2,958+2.2% | $3,332-9.3% |
| Admin fee / account holder | $1,977 | $3,709-46.7% | $5,134-61.5% | $4,645-57.4% |