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 | $67,767 | $65,365+3.7% | $92,893-27.0% | $72,985-7.1% |
| Participation rate | 92.6% | 68.3%+24.3pp | 76.0%+16.6pp | 69.5%+23.1pp |
| Annual return | 22.36% | 42.10%-19.7pp | 109.41%-87.1pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,839 | $2,594+9.5% | $3,653-22.3% | $2,440+16.4% |
| Participant deferral / active EE | $3,264 | $3,128+4.3% | $4,236-22.9% | $3,607-9.5% |
| Admin fee / account holder | $795 | $4,251-81.3% | $5,794-86.3% | $5,124-84.5% |