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 | $74,073 | $72,277+2.5% | $101,248-26.8% | $79,858-7.2% |
| Participation rate | 88.9% | 68.5%+20.4pp | 75.8%+13.1pp | 69.6%+19.3pp |
| Annual return | 16.38% | 22.30%-5.9pp | 46.47%-30.1pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,213 | $2,692-54.9% | $3,660-66.9% | $2,471-50.9% |
| Participant deferral / active EE | $4,617 | $3,282+40.7% | $4,370+5.6% | $3,740+23.4% |
| Admin fee / account holder | $6,994 | $4,400+58.9% | $5,945+17.6% | $5,306+31.8% |