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 | $68,978 | $78,705-12.4% | $117,854-41.5% | $70,131-1.6% |
| Participation rate | 72.2% | 73.2%-1.0pp | 79.7%-7.4pp | 69.5%+2.7pp |
| Annual return | 21.82% | 23.30%-1.5pp | 335.08%-313.3pp | 73.14%-51.3pp |
| Employer contribution / active EE | $2,369 | $2,223+6.6% | $3,786-37.4% | $2,342+1.1% |
| Participant deferral / active EE | $3,646 | $3,297+10.6% | $4,482-18.6% | $3,332+9.4% |
| Admin fee / account holder | $485 | $5,065-90.4% | $8,020-94.0% | $4,645-89.6% |