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 | $75,899 | $67,411+12.6% | $91,001-16.6% | $70,131+8.2% |
| Participation rate | 70.4% | 71.4%-1.0pp | 75.6%-5.2pp | 69.5%+0.8pp |
| Annual return | 48.68% | -40.16%+88.8pp | 4.60%+44.1pp | 73.14%-24.5pp |
| Employer contribution / active EE | $1,125 | $1,786-37.0% | $2,456-54.2% | $2,342-52.0% |
| Participant deferral / active EE | $3,137 | $2,823+11.1% | $3,547-11.6% | $3,332-5.9% |
| Admin fee / account holder | $5,203 | $4,236+22.8% | $5,417-4.0% | $4,645+12.0% |