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 | $69,307 | $65,041+6.6% | $90,951-23.8% | $79,858-13.2% |
| Participation rate | 94.1% | 61.6%+32.5pp | 69.0%+25.1pp | 69.6%+24.5pp |
| Annual return | 13.30% | 30.45%-17.1pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,223 | $1,247-1.9% | $2,122-42.4% | $2,471-50.5% |
| Participant deferral / active EE | $4,525 | $2,512+80.1% | $3,373+34.1% | $3,740+21.0% |
| Admin fee / account holder | $365 | $4,536-92.0% | $5,959-93.9% | $5,306-93.1% |