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 | $59,848 | $72,277-17.2% | $101,248-40.9% | $79,858-25.1% |
| Participation rate | 81.8% | 68.5%+13.4pp | 75.8%+6.0pp | 69.6%+12.2pp |
| Annual return | 15.05% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,264 | $2,692+21.3% | $3,660-10.8% | $2,471+32.1% |
| Participant deferral / active EE | $4,331 | $3,282+32.0% | $4,370-0.9% | $3,740+15.8% |
| Admin fee / account holder | $3,717 | $4,400-15.5% | $5,945-37.5% | $5,306-29.9% |