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 | $68,647 | $63,764+7.7% | $81,930-16.2% | $79,858-14.0% |
| Participation rate | 82.1% | 67.5%+14.6pp | 72.0%+10.1pp | 69.6%+12.5pp |
| Annual return | 15.69% | 22.66%-7.0pp | 29.49%-13.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $3,098 | $1,795+72.5% | $4,310-28.1% | $2,471+25.4% |
| Participant deferral / active EE | $4,455 | $2,780+60.2% | $7,107-37.3% | $3,740+19.1% |
| Admin fee / account holder | $1,461 | $4,426-67.0% | $5,158-71.7% | $5,306-72.5% |