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 | $79,529 | $73,787+7.8% | $98,716-19.4% | $82,448-3.5% |
| Participation rate | 75.5% | 61.4%+14.1pp | 69.3%+6.2pp | 68.1%+7.4pp |
| Annual return | 24.02% | 18.57%+5.5pp | 31.81%-7.8pp | 41.64%-17.6pp |
| Employer contribution / active EE | $1,114 | $1,511-26.3% | $2,279-51.1% | $2,551-56.3% |
| Participant deferral / active EE | $3,694 | $3,081+19.9% | $4,048-8.7% | $4,139-10.7% |
| Admin fee / account holder | $1,535 | $6,500-76.4% | $8,703-82.4% | $7,234-78.8% |