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 | $78,123 | $71,057+9.9% | $93,654-16.6% | $80,874-3.4% |
| Participation rate | 82.0% | 60.4%+21.6pp | 68.7%+13.2pp | 67.6%+14.3pp |
| Annual return | 11.13% | 11.26%-0.1pp | 133.34%-122.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,292 | $1,564+46.6% | $2,421-5.3% | $2,756-16.8% |
| Participant deferral / active EE | $5,919 | $4,034+46.7% | $4,413+34.1% | $4,297+37.7% |
| Admin fee / account holder | $6,239 | $6,944-10.1% | $8,282-24.7% | $6,935-10.0% |