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 | $66,277 | $65,365+1.4% | $92,893-28.7% | $72,985-9.2% |
| Participation rate | 74.3% | 68.3%+6.0pp | 76.0%-1.7pp | 69.5%+4.8pp |
| Annual return | 32.82% | 42.10%-9.3pp | 109.41%-76.6pp | 81.00%-48.2pp |
| Employer contribution / active EE | $2,943 | $2,594+13.5% | $3,653-19.4% | $2,440+20.6% |
| Participant deferral / active EE | $5,229 | $3,128+67.2% | $4,236+23.4% | $3,607+45.0% |
| Admin fee / account holder | $723 | $4,251-83.0% | $5,794-87.5% | $5,124-85.9% |