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 | $67,643 | $58,627+15.4% | $76,735-11.8% | $82,448-18.0% |
| Participation rate | 83.3% | 63.2%+20.1pp | 69.5%+13.8pp | 68.1%+15.3pp |
| Annual return | 15.06% | 39.10%-24.0pp | 29.77%-14.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,371 | $1,729-20.7% | $2,454-44.1% | $2,551-46.3% |
| Participant deferral / active EE | $4,060 | $3,134+29.6% | $4,088-0.7% | $4,139-1.9% |
| Admin fee / account holder | $15,440 | $5,323+190.1% | $7,189+114.8% | $7,234+113.4% |