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 | $67,907 | $49,227+37.9% | $70,449-3.6% | $79,858-15.0% |
| Participation rate | 98.6% | 69.2%+29.4pp | 75.1%+23.6pp | 69.6%+29.0pp |
| Annual return | 13.26% | 30.06%-16.8pp | 109.03%-95.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,012 | $2,099-4.1% | $2,737-26.5% | $2,471-18.6% |
| Participant deferral / active EE | $2,399 | $2,768-13.3% | $3,709-35.3% | $3,740-35.9% |
| Admin fee / account holder | $1,286 | $2,878-55.3% | $3,845-66.6% | $5,306-75.8% |