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 | $84,913 | $71,050+19.5% | $93,606-9.3% | $80,856+5.0% |
| Participation rate | 89.7% | 60.4%+29.2pp | 68.7%+20.9pp | 67.6%+22.0pp |
| Annual return | 11.21% | 11.26%0pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,787 | $1,564+14.3% | $2,420-26.1% | $2,755-35.1% |
| Participant deferral / active EE | $2,045 | $4,034-49.3% | $4,411-53.6% | $4,296-52.4% |
| Admin fee / account holder | $4,628 | $6,945-33.4% | $8,285-44.1% | $6,918-33.1% |