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 | $62,425 | $58,512+6.7% | $84,015-25.7% | $72,985-14.5% |
| Participation rate | 85.7% | 61.2%+24.5pp | 69.0%+16.7pp | 69.5%+16.2pp |
| Annual return | 16.59% | 28.93%-12.3pp | 71.31%-54.7pp | 81.00%-64.4pp |
| Employer contribution / active EE | $1,141 | $1,163-1.9% | $1,983-42.5% | $2,440-53.2% |
| Participant deferral / active EE | $4,321 | $2,394+80.5% | $3,239+33.4% | $3,607+19.8% |
| Admin fee / account holder | $2,788 | $4,569-39.0% | $6,101-54.3% | $5,124-45.6% |