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 | $76,422 | $65,365+16.9% | $92,893-17.7% | $72,985+4.7% |
| Participation rate | 73.8% | 68.3%+5.5pp | 76.0%-2.2pp | 69.5%+4.3pp |
| Annual return | 16.67% | 42.10%-25.4pp | 109.41%-92.7pp | 81.00%-64.3pp |
| Employer contribution / active EE | $1,883 | $2,594-27.4% | $3,653-48.5% | $2,440-22.8% |
| Participant deferral / active EE | $3,536 | $3,128+13.0% | $4,236-16.5% | $3,607-2.0% |
| Admin fee / account holder | $825 | $4,251-80.6% | $5,794-85.8% | $5,124-83.9% |