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 | $75,203 | $87,013-13.6% | $106,213-29.2% | $80,856-7.0% |
| Participation rate | 77.3% | 70.4%+6.9pp | 75.3%+2.1pp | 67.6%+9.7pp |
| Annual return | 14.76% | 17.05%-2.3pp | 116.14%-101.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,501 | $2,395+4.4% | $3,171-21.1% | $2,755-9.2% |
| Participant deferral / active EE | $4,022 | $3,986+0.9% | $5,016-19.8% | $4,296-6.4% |
| Admin fee / account holder | $12,181 | $8,431+44.5% | $11,033+10.4% | $6,918+76.1% |