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 | $62,220 | $74,888-16.9% | $71,209-12.6% | $142,382-56.3% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 15.34% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,137 | $2,854-25.1% | $2,721-21.5% | $4,299-50.3% |
| Participant deferral / active EE | $7,892 | $4,454+77.2% | $4,175+89.0% | $6,507+21.3% |
| Admin fee / account holder | $13,563 | $5,568+143.6% | $5,349+153.6% | $12,624+7.4% |