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 | $77,938 | $65,703+18.6% | $94,224-17.3% | $59,632+30.7% |
| Participation rate | 97.7% | 72.1%+25.6pp | 78.8%+18.9pp | 68.7%+29.0pp |
| Annual return | 4.92% | 5.22%-0.3pp | 10.68%-5.8pp | 2041.28%-2036.4pp |
| Employer contribution / active EE | $1,465 | $2,021-27.5% | $3,587-59.2% | $2,203-33.5% |
| Participant deferral / active EE | $4,702 | $3,143+49.6% | $4,320+8.8% | $3,192+47.3% |
| Admin fee / account holder | $2,431 | $4,264-43.0% | $6,269-61.2% | $4,297-43.4% |