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 | $79,949 | $87,013-8.1% | $106,213-24.7% | $80,856-1.1% |
| Participation rate | 91.7% | 70.4%+21.2pp | 75.3%+16.4pp | 67.6%+24.0pp |
| Annual return | 13.10% | 17.05%-3.9pp | 116.14%-103.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,924 | $2,395-19.7% | $3,171-39.3% | $2,755-30.2% |
| Participant deferral / active EE | $7,388 | $3,986+85.4% | $5,016+47.3% | $4,296+72.0% |
| Admin fee / account holder | $9,633 | $8,431+14.3% | $11,033-12.7% | $6,918+39.2% |