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 3-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 | $73,407 | $64,480+13.8% | $81,382-9.8% | $80,856-9.2% |
| Participation rate | 95.8% | 63.9%+32.0pp | 69.5%+26.3pp | 67.6%+28.2pp |
| Annual return | 11.20% | 16.34%-5.1pp | 24.73%-13.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,159 | $1,978+9.1% | $2,463-12.4% | $2,755-21.6% |
| Participant deferral / active EE | $2,918 | $3,094-5.7% | $3,883-24.9% | $4,296-32.1% |
| Admin fee / account holder | $2,265 | $5,671-60.1% | $5,768-60.7% | $6,918-67.3% |