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 | $77,294 | $74,927+3.2% | $101,794-24.1% | $84,808-8.9% |
| Participation rate | 85.1% | 61.4%+23.7pp | 69.2%+15.9pp | 68.3%+16.8pp |
| Annual return | 16.05% | 18.70%-2.6pp | 30.53%-14.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,810 | $1,522+18.9% | $2,289-20.9% | $2,631-31.2% |
| Participant deferral / active EE | $3,687 | $3,099+19.0% | $4,084-9.7% | $4,212-12.4% |
| Admin fee / account holder | $10,766 | $6,514+65.3% | $8,777+22.7% | $7,344+46.6% |