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 | $67,937 | $94,625-28.2% | $116,228-41.5% | $84,808-19.9% |
| Participation rate | 88.2% | 70.4%+17.8pp | 74.6%+13.7pp | 68.3%+19.9pp |
| Annual return | 15.60% | 20.40%-4.8pp | 90.06%-74.5pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,264 | $2,347-3.5% | $2,994-24.4% | $2,631-13.9% |
| Participant deferral / active EE | $4,338 | $3,972+9.2% | $4,953-12.4% | $4,212+3.0% |
| Admin fee / account holder | $4,822 | $10,091-52.2% | $11,989-59.8% | $7,344-34.3% |