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 | $72,557 | $58,512+24.0% | $84,015-13.6% | $72,985-0.6% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 19.42% | 28.93%-9.5pp | 71.31%-51.9pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,777 | $1,163+52.8% | $1,983-10.4% | $2,440-27.2% |
| Participant deferral / active EE | $4,047 | $2,394+69.1% | $3,239+25.0% | $3,607+12.2% |
| Admin fee / account holder | $2,009 | $4,569-56.0% | $6,101-67.1% | $5,124-60.8% |