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 | $78,692 | $65,365+20.4% | $92,893-15.3% | $72,985+7.8% |
| Participation rate | 87.9% | 68.3%+19.6pp | 76.0%+11.9pp | 69.5%+18.4pp |
| Annual return | 21.19% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $738 | $2,594-71.6% | $3,653-79.8% | $2,440-69.8% |
| Participant deferral / active EE | $6,363 | $3,128+103.4% | $4,236+50.2% | $3,607+76.4% |
| Admin fee / account holder | $18,067 | $4,251+325.0% | $5,794+211.8% | $5,124+252.6% |