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 | $90,420 | $73,933+22.3% | $96,683-6.5% | $75,163+20.3% |
| Participation rate | 78.4% | 66.4%+12.0pp | 74.3%+4.0pp | 67.2%+11.2pp |
| Annual return | 14.53% | 26.70%-12.2pp | 35.69%-21.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,034 | $2,928+37.8% | $3,737+8.0% | $2,670+51.1% |
| Participant deferral / active EE | $6,253 | $3,659+70.9% | $4,878+28.2% | $4,125+51.6% |
| Admin fee / account holder | $2,923 | $5,216-44.0% | $6,730-56.6% | $5,651-48.3% |