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 | $67,956 | $65,395+3.9% | $182,532-62.8% | $72,985-6.9% |
| Participation rate | 71.9% | 65.4%+6.4pp | 78.0%-6.1pp | 69.5%+2.4pp |
| Annual return | 25.69% | 27.68%-2.0pp | 148.54%-122.8pp | 81.00%-55.3pp |
| Employer contribution / active EE | $4,658 | $1,911+143.7% | $4,076+14.3% | $2,440+90.9% |
| Participant deferral / active EE | $8,116 | $3,563+127.8% | $5,524+46.9% | $3,607+125.0% |
| Admin fee / account holder | $3,301 | $4,245-22.2% | $8,592-61.6% | $5,124-35.6% |