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 | $75,681 | $89,355-15.3% | $141,162-46.4% | $72,985+3.7% |
| Participation rate | 84.3% | 75.1%+9.2pp | 82.5%+1.8pp | 69.5%+14.8pp |
| Annual return | 20.31% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $4,685 | $3,114+50.4% | $4,735-1.0% | $2,440+92.0% |
| Participant deferral / active EE | $3,322 | $5,418-38.7% | $6,709-50.5% | $3,607-7.9% |
| Admin fee / account holder | $18,198 | $5,958+205.4% | $10,261+77.3% | $5,124+255.1% |