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 | $77,845 | $80,717-3.6% | $154,803-49.7% | $84,808-8.2% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.4pp | 68.3%+8.4pp |
| Annual return | 16.66% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,051 | $2,761-25.7% | $4,305-52.4% | $2,631-22.1% |
| Participant deferral / active EE | $4,345 | $3,303+31.6% | $5,540-21.6% | $4,212+3.2% |
| Admin fee / account holder | $313 | $6,746-95.4% | $14,329-97.8% | $7,344-95.7% |