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 | $66,292 | $60,349+9.8% | $74,183-10.6% | $62,891+5.4% |
| Participation rate | 85.7% | 72.7%+13.0pp | 76.6%+9.1pp | 69.3%+16.4pp |
| Annual return | 41.07% | 21.37%+19.7pp | 17.74%+23.3pp | 20.14%+20.9pp |
| Employer contribution / active EE | $1,356 | $1,680-19.3% | $2,370-42.8% | $2,281-40.6% |
| Participant deferral / active EE | $3,905 | $2,856+36.7% | $3,550+10.0% | $3,203+21.9% |
| Admin fee / account holder | $13,075 | $4,261+206.8% | $5,586+134.1% | $4,296+204.4% |