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 | $73,124 | $109,413-33.2% | $156,263-53.2% | $84,808-13.8% |
| Participation rate | 95.3% | 72.7%+22.6pp | 78.9%+16.4pp | 68.3%+27.0pp |
| Annual return | 17.90% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $2,874 | $2,907-1.1% | $4,333-33.7% | $2,631+9.3% |
| Participant deferral / active EE | $3,676 | $4,590-19.9% | $6,158-40.3% | $4,212-12.7% |
| Admin fee / account holder | $3,366 | $9,357-64.0% | $14,255-76.4% | $7,344-54.2% |