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 | $71,135 | $72,277-1.6% | $101,248-29.7% | $79,858-10.9% |
| Participation rate | 88.2% | 68.5%+19.8pp | 75.8%+12.4pp | 69.6%+18.6pp |
| Annual return | 15.39% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,474 | $2,692-45.2% | $3,660-59.7% | $2,471-40.3% |
| Participant deferral / active EE | $4,575 | $3,282+39.4% | $4,370+4.7% | $3,740+22.3% |
| Admin fee / account holder | $4,609 | $4,400+4.7% | $5,945-22.5% | $5,306-13.1% |