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 | $69,653 | $67,606+3.0% | $82,313-15.4% | $70,131-0.7% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 14.14% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $2,306 | $1,755+31.4% | $2,428-5.0% | $2,342-1.6% |
| Participant deferral / active EE | $4,586 | $2,987+53.6% | $3,706+23.8% | $3,332+37.7% |
| Admin fee / account holder | $714 | $4,512-84.2% | $5,608-87.3% | $4,645-84.6% |