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 | $71,046 | $69,515+2.2% | $86,874-18.2% | $85,850-17.2% |
| Participation rate | 81.4% | 66.3%+15.0pp | 71.6%+9.7pp | 69.3%+12.0pp |
| Annual return | 16.57% | 20.12%-3.6pp | 63.52%-46.9pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,648 | $1,880+40.8% | $2,495+6.1% | $2,565+3.2% |
| Participant deferral / active EE | $5,306 | $2,919+81.8% | $3,699+43.4% | $3,952+34.3% |
| Admin fee / account holder | $413 | $5,972-93.1% | $5,828-92.9% | $6,260-93.4% |