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 | $63,402 | $57,541+10.2% | $95,745-33.8% | $75,163-15.6% |
| Participation rate | 77.1% | 62.5%+14.6pp | 72.3%+4.8pp | 67.2%+9.9pp |
| Annual return | 19.38% | 34.93%-15.6pp | 28.35%-9.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,751 | $1,808+52.2% | $2,835-3.0% | $2,670+3.0% |
| Participant deferral / active EE | $3,819 | $3,074+24.3% | $4,245-10.0% | $4,125-7.4% |
| Admin fee / account holder | $2,661 | $4,099-35.1% | $5,678-53.1% | $5,651-52.9% |