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 | $84,798 | $78,705+7.7% | $117,854-28.0% | $70,131+20.9% |
| Participation rate | 83.6% | 73.2%+10.4pp | 79.7%+3.9pp | 69.5%+14.1pp |
| Annual return | 15.65% | 23.30%-7.6pp | 335.08%-319.4pp | 73.14%-57.5pp |
| Employer contribution / active EE | $2,332 | $2,223+4.9% | $3,786-38.4% | $2,342-0.4% |
| Participant deferral / active EE | $5,132 | $3,297+55.7% | $4,482+14.5% | $3,332+54.0% |
| Admin fee / account holder | $4,112 | $5,065-18.8% | $8,020-48.7% | $4,645-11.5% |