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 | $74,427 | $58,512+27.2% | $84,015-11.4% | $72,985+2.0% |
| Participation rate | 93.9% | 61.2%+32.7pp | 69.0%+24.9pp | 69.5%+24.5pp |
| Annual return | 24.19% | 28.93%-4.7pp | 71.31%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,068 | $1,163-8.2% | $1,983-46.1% | $2,440-56.2% |
| Participant deferral / active EE | $2,851 | $2,394+19.1% | $3,239-12.0% | $3,607-21.0% |
| Admin fee / account holder | $2,670 | $4,569-41.6% | $6,101-56.2% | $5,124-47.9% |