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 | $79,242 | $53,777+47.4% | $134,143-40.9% | $79,858-0.8% |
| Participation rate | 84.6% | 58.8%+25.8pp | 72.2%+12.4pp | 69.6%+15.0pp |
| Annual return | 13.39% | 19.01%-5.6pp | 36.33%-22.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $3,575 | $1,321+170.5% | $3,704-3.5% | $2,471+44.7% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,910 | $3,984+48.3% | $6,684-11.6% | $5,306+11.4% |