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 | $78,646 | $67,411+16.7% | $91,001-13.6% | $70,131+12.1% |
| Participation rate | 96.6% | 71.4%+25.2pp | 75.6%+21.0pp | 69.5%+27.0pp |
| Annual return | 19.65% | -40.16%+59.8pp | 4.60%+15.0pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,301 | $1,786+28.9% | $2,456-6.3% | $2,342-1.8% |
| Participant deferral / active EE | $6,145 | $2,823+117.7% | $3,547+73.2% | $3,332+84.4% |
| Admin fee / account holder | $1,464 | $4,236-65.5% | $5,417-73.0% | $4,645-68.5% |