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 | $78,175 | $77,899+0.4% | $149,673-47.8% | $75,163+4.0% |
| Participation rate | 86.8% | 65.6%+21.3pp | 78.8%+8.1pp | 67.2%+19.7pp |
| Annual return | 16.48% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,254 | $3,137+3.7% | $4,818-32.5% | $2,670+21.9% |
| Participant deferral / active EE | $3,101 | $3,411-9.1% | $5,680-45.4% | $4,125-24.8% |
| Admin fee / account holder | $1,163 | $5,956-80.5% | $13,210-91.2% | $5,651-79.4% |