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 | $77,951 | $68,547+13.7% | $120,354-35.2% | $80,856-3.6% |
| Participation rate | 91.7% | 61.6%+30.1pp | 71.9%+19.8pp | 67.6%+24.0pp |
| Annual return | 13.52% | 23.60%-10.1pp | 107.15%-93.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,638 | $2,051+28.6% | $3,463-23.8% | $2,755-4.2% |
| Participant deferral / active EE | $9,874 | $3,173+211.1% | $4,991+97.8% | $4,296+129.9% |
| Admin fee / account holder | $4,332 | $5,732-24.4% | $9,423-54.0% | $6,918-37.4% |