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 | $74,281 | $72,012+3.2% | $185,823-60.0% | $79,858-7.0% |
| Participation rate | 82.1% | 65.8%+16.3pp | 78.0%+4.0pp | 69.6%+12.4pp |
| Annual return | 14.04% | 23.12%-9.1pp | 35.95%-21.9pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,913 | $1,965+48.3% | $4,087-28.7% | $2,471+17.9% |
| Participant deferral / active EE | $4,528 | $3,779+19.8% | $5,632-19.6% | $3,740+21.1% |
| Admin fee / account holder | $3,046 | $4,513-32.5% | $9,500-67.9% | $5,306-42.6% |