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 | $64,677 | $58,512+10.5% | $84,015-23.0% | $72,985-11.4% |
| Participation rate | 91.6% | 61.2%+30.3pp | 69.0%+22.6pp | 69.5%+22.1pp |
| Annual return | 20.97% | 28.93%-8.0pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,146 | $1,163-1.4% | $1,983-42.2% | $2,440-53.0% |
| Participant deferral / active EE | $3,748 | $2,394+56.6% | $3,239+15.7% | $3,607+3.9% |
| Admin fee / account holder | $6,537 | $4,569+43.1% | $6,101+7.2% | $5,124+27.6% |