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 | $72,595 | $46,553+55.9% | $64,056+13.3% | $75,163-3.4% |
| Participation rate | 88.9% | 65.9%+23.0pp | 72.3%+16.6pp | 67.2%+21.7pp |
| Annual return | 19.71% | 26.03%-6.3pp | 33.69%-14.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,953 | $1,974-1.1% | $2,747-28.9% | $2,670-26.9% |
| Participant deferral / active EE | $4,440 | $2,837+56.5% | $3,880+14.4% | $4,125+7.6% |
| Admin fee / account holder | $7,429 | $2,952+151.6% | $3,068+142.1% | $5,651+31.5% |