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 | $66,859 | $65,365+2.3% | $92,893-28.0% | $72,985-8.4% |
| Participation rate | 87.1% | 68.3%+18.8pp | 76.0%+11.1pp | 69.5%+17.6pp |
| Annual return | 21.30% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $7,249 | $2,594+179.5% | $3,653+98.5% | $2,440+197.1% |
| Participant deferral / active EE | $3,462 | $3,128+10.7% | $4,236-18.3% | $3,607-4.0% |
| Admin fee / account holder | $14,172 | $4,251+233.3% | $5,794+144.6% | $5,124+176.6% |