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 | $73,526 | $65,365+12.5% | $92,893-20.8% | $72,985+0.7% |
| Participation rate | 93.5% | 68.3%+25.2pp | 76.0%+17.5pp | 69.5%+24.1pp |
| Annual return | 21.61% | 42.10%-20.5pp | 109.41%-87.8pp | 81.00%-59.4pp |
| Employer contribution / active EE | $4,049 | $2,594+56.1% | $3,653+10.9% | $2,440+66.0% |
| Participant deferral / active EE | $3,453 | $3,128+10.4% | $4,236-18.5% | $3,607-4.3% |
| Admin fee / account holder | $35,248 | $4,251+729.1% | $5,794+508.4% | $5,124+587.8% |