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 | $61,507 | $72,277-14.9% | $101,248-39.3% | $79,858-23.0% |
| Participation rate | 73.5% | 68.5%+5.1pp | 75.8%-2.3pp | 69.6%+3.9pp |
| Annual return | 19.73% | 22.30%-2.6pp | 46.47%-26.7pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,321 | $2,692-13.8% | $3,660-36.6% | $2,471-6.1% |
| Participant deferral / active EE | $4,395 | $3,282+33.9% | $4,370+0.6% | $3,740+17.5% |
| Admin fee / account holder | $721 | $4,400-83.6% | $5,945-87.9% | $5,306-86.4% |