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 | $61,471 | $53,018+15.9% | $70,014-12.2% | $62,891-2.3% |
| Participation rate | 75.8% | 67.2%+8.6pp | 71.8%+4.0pp | 69.3%+6.5pp |
| Annual return | 7.61% | 13.35%-5.7pp | 12.99%-5.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,290 | $1,799-28.3% | $2,338-44.8% | $2,281-43.4% |
| Participant deferral / active EE | $4,707 | $2,395+96.5% | $2,931+60.6% | $3,203+46.9% |
| Admin fee / account holder | $632 | $3,690-82.9% | $4,380-85.6% | $4,296-85.3% |