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 | $73,345 | $55,706+31.7% | $75,886-3.3% | $72,985+0.5% |
| Participation rate | 77.2% | 61.1%+16.1pp | 69.3%+7.9pp | 69.5%+7.7pp |
| Annual return | 20.11% | 27.59%-7.5pp | 30.76%-10.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $712 | $1,687-57.8% | $2,500-71.5% | $2,440-70.8% |
| Participant deferral / active EE | $5,755 | $2,634+118.5% | $3,603+59.7% | $3,607+59.5% |
| Admin fee / account holder | $3,302 | $3,978-17.0% | $5,418-39.1% | $5,124-35.6% |