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 | $75,647 | $77,899-2.9% | $149,673-49.5% | $75,163+0.6% |
| Participation rate | 76.7% | 65.6%+11.1pp | 78.8%-2.1pp | 67.2%+9.5pp |
| Annual return | 17.99% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,230 | $3,137-60.8% | $4,818-74.5% | $2,670-53.9% |
| Participant deferral / active EE | $3,662 | $3,411+7.3% | $5,680-35.5% | $4,125-11.2% |
| Admin fee / account holder | $3,503 | $5,956-41.2% | $13,210-73.5% | $5,651-38.0% |