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 | $73,574 | $65,561+12.2% | $91,541-19.6% | $74,304-1.0% |
| Participation rate | 70.5% | 56.6%+13.9pp | 69.8%+0.7pp | 60.3%+10.1pp |
| Annual return | 21.84% | 17.68%+4.2pp | 20.50%+1.3pp | 29.43%-7.6pp |
| Employer contribution / active EE | $2,242 | $1,717+30.6% | $2,505-10.5% | $2,2410% |
| Participant deferral / active EE | $5,513 | $2,918+88.9% | $4,008+37.6% | $3,767+46.3% |
| Admin fee / account holder | $3,480 | $3,333+4.4% | $6,956-50.0% | $2,969+17.2% |