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 | $72,203 | $56,053+28.8% | $75,972-5.0% | $80,856-10.7% |
| Participation rate | 78.3% | 62.0%+16.2pp | 69.1%+9.2pp | 67.6%+10.6pp |
| Annual return | 14.50% | 20.53%-6.0pp | 359.55%-345.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,676 | $1,874-10.6% | $2,685-37.6% | $2,755-39.2% |
| Participant deferral / active EE | $5,594 | $3,052+83.3% | $4,255+31.4% | $4,296+30.2% |
| Admin fee / account holder | $5,207 | $5,234-0.5% | $6,467-19.5% | $6,918-24.7% |