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 | $77,318 | $65,365+18.3% | $92,893-16.8% | $72,985+5.9% |
| Participation rate | 91.4% | 68.3%+23.1pp | 76.0%+15.4pp | 69.5%+21.9pp |
| Annual return | 16.52% | 42.10%-25.6pp | 109.41%-92.9pp | 81.00%-64.5pp |
| Employer contribution / active EE | $2,857 | $2,594+10.1% | $3,653-21.8% | $2,440+17.1% |
| Participant deferral / active EE | $2,119 | $3,128-32.3% | $4,236-50.0% | $3,607-41.3% |
| Admin fee / account holder | $1,635 | $4,251-61.5% | $5,794-71.8% | $5,124-68.1% |