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 | $65,977 | $65,041+1.4% | $90,951-27.5% | $79,858-17.4% |
| Participation rate | 73.5% | 61.6%+11.9pp | 69.0%+4.5pp | 69.6%+3.9pp |
| Annual return | 14.50% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $2,153 | $1,247+72.6% | $2,122+1.5% | $2,471-12.9% |
| Participant deferral / active EE | $3,411 | $2,512+35.8% | $3,373+1.1% | $3,740-8.8% |
| Admin fee / account holder | $2,198 | $4,536-51.5% | $5,959-63.1% | $5,306-58.6% |