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 | $88,787 | $65,365+35.8% | $92,893-4.4% | $72,985+21.7% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 23.43% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $2,541 | $2,594-2.0% | $3,653-30.4% | $2,440+4.1% |
| Participant deferral / active EE | $5,967 | $3,128+90.7% | $4,236+40.8% | $3,607+65.4% |
| Admin fee / account holder | $2,775 | $4,251-34.7% | $5,794-52.1% | $5,124-45.9% |