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 | $85,470 | $72,277+18.3% | $101,248-15.6% | $79,858+7.0% |
| Participation rate | 91.1% | 68.5%+22.7pp | 75.8%+15.3pp | 69.6%+21.5pp |
| Annual return | 16.99% | 22.30%-5.3pp | 46.47%-29.5pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,689 | $2,692-37.2% | $3,660-53.8% | $2,471-31.6% |
| Participant deferral / active EE | $7,409 | $3,282+125.8% | $4,370+69.5% | $3,740+98.1% |
| Admin fee / account holder | $790 | $4,400-82.0% | $5,945-86.7% | $5,306-85.1% |