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 | $77,535 | $73,933+4.9% | $96,683-19.8% | $75,163+3.2% |
| Participation rate | 90.7% | 66.4%+24.3pp | 74.3%+16.4pp | 67.2%+23.5pp |
| Annual return | 18.06% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,710 | $2,928-41.6% | $3,737-54.2% | $2,670-35.9% |
| Participant deferral / active EE | $4,745 | $3,659+29.7% | $4,878-2.7% | $4,125+15.0% |
| Admin fee / account holder | $2,086 | $5,216-60.0% | $6,730-69.0% | $5,651-63.1% |