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 | $82,435 | $72,277+14.1% | $101,248-18.6% | $79,858+3.2% |
| Participation rate | 72.4% | 68.5%+4.0pp | 75.8%-3.4pp | 69.6%+2.8pp |
| Annual return | 12.42% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,351 | $2,692-49.8% | $3,660-63.1% | $2,471-45.3% |
| Participant deferral / active EE | $2,276 | $3,282-30.6% | $4,370-47.9% | $3,740-39.1% |
| Admin fee / account holder | $40,212 | $4,400+813.8% | $5,945+576.3% | $5,306+657.8% |