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 | $69,831 | $73,933-5.5% | $96,683-27.8% | $75,163-7.1% |
| Participation rate | 89.8% | 66.4%+23.4pp | 74.3%+15.4pp | 67.2%+22.6pp |
| Annual return | 17.58% | 26.70%-9.1pp | 35.69%-18.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $7,782 | $2,928+165.8% | $3,737+108.3% | $2,670+191.5% |
| Participant deferral / active EE | $3,736 | $3,659+2.1% | $4,878-23.4% | $4,125-9.4% |
| Admin fee / account holder | $3,924 | $5,216-24.8% | $6,730-41.7% | $5,651-30.6% |