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 | $67,114 | $65,365+2.7% | $92,893-27.8% | $72,985-8.0% |
| Participation rate | 86.1% | 68.3%+17.8pp | 76.0%+10.1pp | 69.5%+16.6pp |
| Annual return | 21.63% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,839 | $2,594+9.4% | $3,653-22.3% | $2,440+16.3% |
| Participant deferral / active EE | $6,319 | $3,128+102.0% | $4,236+49.2% | $3,607+75.2% |
| Admin fee / account holder | $20,141 | $4,251+373.8% | $5,794+247.6% | $5,124+293.0% |