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 | $78,657 | $65,365+20.3% | $92,893-15.3% | $72,985+7.8% |
| Participation rate | 92.8% | 68.3%+24.5pp | 76.0%+16.8pp | 69.5%+23.3pp |
| Annual return | 28.59% | 42.10%-13.5pp | 109.41%-80.8pp | 81.00%-52.4pp |
| Employer contribution / active EE | $2,122 | $2,594-18.2% | $3,653-41.9% | $2,440-13.0% |
| Participant deferral / active EE | $4,263 | $3,128+36.3% | $4,236+0.6% | $3,607+18.2% |
| Admin fee / account holder | $1,314 | $4,251-69.1% | $5,794-77.3% | $5,124-74.4% |