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 | $72,823 | $65,041+12.0% | $90,951-19.9% | $79,858-8.8% |
| Participation rate | 72.7% | 61.6%+11.1pp | 69.0%+3.7pp | 69.6%+3.1pp |
| Annual return | 16.50% | 30.45%-13.9pp | 134.60%-118.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,220 | $1,247-2.2% | $2,122-42.5% | $2,471-50.6% |
| Participant deferral / active EE | $3,486 | $2,512+38.8% | $3,373+3.4% | $3,740-6.8% |
| Admin fee / account holder | $1,266 | $4,536-72.1% | $5,959-78.8% | $5,306-76.1% |