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 | $61,777 | $61,605+0.3% | $112,229-45.0% | $75,163-17.8% |
| Participation rate | 92.0% | 61.7%+30.3pp | 72.4%+19.6pp | 67.2%+24.8pp |
| Annual return | 17.65% | 28.47%-10.8pp | 30.20%-12.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,324 | $2,015+15.3% | $3,430-32.2% | $2,670-12.9% |
| Participant deferral / active EE | $5,143 | $3,108+65.5% | $4,798+7.2% | $4,125+24.7% |
| Admin fee / account holder | $695 | $4,862-85.7% | $7,748-91.0% | $5,651-87.7% |