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 | $76,254 | $78,422-2.8% | $95,952-20.5% | $79,858-4.5% |
| Participation rate | 77.4% | 73.5%+3.9pp | 77.1%+0.3pp | 69.6%+7.8pp |
| Annual return | 16.74% | 19.37%-2.6pp | 91.61%-74.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $3,457 | $1,945+77.7% | $2,541+36.0% | $2,471+39.9% |
| Participant deferral / active EE | $7,784 | $3,440+126.3% | $4,167+86.8% | $3,740+108.1% |
| Admin fee / account holder | $1,909 | $5,622-66.0% | $6,795-71.9% | $5,306-64.0% |