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 | $73,172 | $79,944-8.5% | $98,439-25.7% | $75,163-2.6% |
| Participation rate | 80.6% | 70.4%+10.3pp | 75.2%+5.5pp | 67.2%+13.5pp |
| Annual return | 18.30% | 19.75%-1.5pp | 21.16%-2.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,553 | $2,264+57.0% | $3,048+16.6% | $2,670+33.1% |
| Participant deferral / active EE | $6,209 | $3,752+65.5% | $4,738+31.1% | $4,125+50.5% |
| Admin fee / account holder | $3,593 | $6,840-47.5% | $8,948-59.8% | $5,651-36.4% |