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 | $80,268 | $48,364+66.0% | $71,796+11.8% | $62,891+27.6% |
| Participation rate | 77.6% | 60.6%+17.0pp | 69.1%+8.5pp | 69.3%+8.3pp |
| Annual return | 6.95% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $916 | $1,042-12.1% | $1,924-52.4% | $2,281-59.8% |
| Participant deferral / active EE | $3,793 | $2,091+81.4% | $2,794+35.7% | $3,203+18.4% |
| Admin fee / account holder | $12,983 | $3,771+244.3% | $4,815+169.6% | $4,296+202.2% |