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 | $56,407 | $54,541+3.4% | $78,778-28.4% | $70,131-19.6% |
| Participation rate | 85.9% | 60.8%+25.1pp | 69.2%+16.7pp | 69.5%+16.4pp |
| Annual return | 19.60% | 21.07%-1.5pp | 35.62%-16.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,995 | $1,089+83.3% | $1,986+0.5% | $2,342-14.8% |
| Participant deferral / active EE | $3,491 | $2,210+57.9% | $2,958+18.0% | $3,332+4.8% |
| Admin fee / account holder | $1,099 | $3,709-70.4% | $5,134-78.6% | $4,645-76.3% |