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 | $73,744 | $58,512+26.0% | $84,015-12.2% | $72,985+1.0% |
| Participation rate | 70.1% | 61.2%+8.9pp | 69.0%+1.1pp | 69.5%+0.7pp |
| Annual return | 21.63% | 28.93%-7.3pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $840 | $1,163-27.8% | $1,983-57.7% | $2,440-65.6% |
| Participant deferral / active EE | $3,000 | $2,394+25.3% | $3,239-7.4% | $3,607-16.9% |
| Admin fee / account holder | $2,056 | $4,569-55.0% | $6,101-66.3% | $5,124-59.9% |