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 | $75,307 | $89,753-16.1% | $107,525-30.0% | $84,808-11.2% |
| Participation rate | 82.2% | 68.1%+14.2pp | 75.1%+7.1pp | 68.3%+13.9pp |
| Annual return | 14.18% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,683 | $3,113+18.3% | $3,754-1.9% | $2,631+40.0% |
| Participant deferral / active EE | $1,978 | $4,056-51.2% | $5,116-61.3% | $4,212-53.0% |
| Admin fee / account holder | $759 | $7,222-89.5% | $8,919-91.5% | $7,344-89.7% |