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 | $72,667 | $66,098+9.9% | $101,794-28.6% | $74,304-2.2% |
| Participation rate | 78.3% | 53.8%+24.5pp | 69.2%+9.1pp | 60.3%+17.9pp |
| Annual return | 17.21% | 19.59%-2.4pp | 30.53%-13.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $2,593 | $1,082+139.8% | $2,289+13.3% | $2,241+15.7% |
| Participant deferral / active EE | $4,251 | $2,781+52.9% | $4,084+4.1% | $3,767+12.9% |
| Admin fee / account holder | $5,425 | $4,146+30.9% | $8,777-38.2% | $2,969+82.7% |