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 | $77,489 | $63,346+22.3% | $92,233-16.0% | $70,131+10.5% |
| Participation rate | 82.7% | 68.7%+14.0pp | 76.5%+6.2pp | 69.5%+13.2pp |
| Annual return | 16.56% | 530.12%-513.6pp | 176.28%-159.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,439 | $2,471-1.3% | $3,679-33.7% | $2,342+4.1% |
| Participant deferral / active EE | $4,218 | $2,854+47.8% | $3,897+8.3% | $3,332+26.6% |
| Admin fee / account holder | $1,886 | $3,840-50.9% | $5,194-63.7% | $4,645-59.4% |