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 | $74,298 | $65,685+13.1% | $57,179+29.9% | $273,961-72.9% |
| Participation rate | 93.3% | 78.3%+15.0pp | 75.3%+18.0pp | 83.0%+10.3pp |
| Annual return | 6.81% | 21.99%-15.2pp | 14.59%-7.8pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,006 | $3,279-8.3% | $2,682+12.1% | $4,869-38.3% |
| Participant deferral / active EE | $8,678 | $3,782+129.5% | $3,096+180.3% | $5,287+64.1% |
| Admin fee / account holder | $3,556 | $4,835-26.5% | $3,139+13.3% | $10,132-64.9% |