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 | $78,509 | $73,933+6.2% | $96,683-18.8% | $75,163+4.5% |
| Participation rate | 75.4% | 66.4%+9.0pp | 74.3%+1.1pp | 67.2%+8.2pp |
| Annual return | 16.03% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,137 | $2,928-61.2% | $3,737-69.6% | $2,670-57.4% |
| Participant deferral / active EE | $5,678 | $3,659+55.2% | $4,878+16.4% | $4,125+37.6% |
| Admin fee / account holder | $11,384 | $5,216+118.2% | $6,730+69.2% | $5,651+101.5% |