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 | $63,098 | $58,208+8.4% | $81,812-22.9% | $80,856-22.0% |
| Participation rate | 90.7% | 63.4%+27.3pp | 72.3%+18.3pp | 67.6%+23.0pp |
| Annual return | 11.59% | 41.66%-30.1pp | 773.79%-762.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,462 | $2,340+5.2% | $2,912-15.5% | $2,755-10.6% |
| Participant deferral / active EE | $3,990 | $3,281+21.6% | $4,319-7.6% | $4,296-7.1% |
| Admin fee / account holder | $5,717 | $4,981+14.8% | $7,386-22.6% | $6,918-17.4% |