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 | $77,313 | $58,208+32.8% | $81,812-5.5% | $80,856-4.4% |
| Participation rate | 80.5% | 63.4%+17.1pp | 72.3%+8.2pp | 67.6%+12.9pp |
| Annual return | 21.59% | 41.66%-20.1pp | 773.79%-752.2pp | 35.59%-14.0pp |
| Employer contribution / active EE | $2,145 | $2,340-8.3% | $2,912-26.3% | $2,755-22.1% |
| Participant deferral / active EE | $3,156 | $3,281-3.8% | $4,319-26.9% | $4,296-26.5% |
| Admin fee / account holder | $3,763 | $4,981-24.5% | $7,386-49.1% | $6,918-45.6% |