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 | $66,056 | $54,705+20.7% | $71,209-7.2% | $84,808-22.1% |
| Participation rate | 80.3% | 64.1%+16.2pp | 73.8%+6.5pp | 68.3%+12.0pp |
| Annual return | 16.01% | 35.90%-19.9pp | 282.51%-266.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,641 | $2,158+22.4% | $2,721-2.9% | $2,631+0.4% |
| Participant deferral / active EE | $4,208 | $3,030+38.9% | $4,175+0.8% | $4,212-0.1% |
| Admin fee / account holder | $2,042 | $4,863-58.0% | $5,349-61.8% | $7,344-72.2% |