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 | $63,303 | $49,227+28.6% | $70,449-10.1% | $79,858-20.7% |
| Participation rate | 91.7% | 69.2%+22.5pp | 75.1%+16.6pp | 69.6%+22.0pp |
| Annual return | 18.61% | 30.06%-11.5pp | 109.03%-90.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,402 | $2,099+14.4% | $2,737-12.2% | $2,471-2.8% |
| Participant deferral / active EE | $2,023 | $2,768-26.9% | $3,709-45.5% | $3,740-45.9% |
| Admin fee / account holder | $15,758 | $2,878+447.5% | $3,845+309.8% | $5,306+197.0% |