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 | $77,848 | $71,050+9.6% | $93,606-16.8% | $80,856-3.7% |
| Participation rate | 84.9% | 60.4%+24.5pp | 68.7%+16.2pp | 67.6%+17.3pp |
| Annual return | 31.59% | 11.26%+20.3pp | 133.20%-101.6pp | 35.59%-4.0pp |
| Employer contribution / active EE | $948 | $1,564-39.4% | $2,420-60.8% | $2,755-65.6% |
| Participant deferral / active EE | $2,565 | $4,034-36.4% | $4,411-41.9% | $4,296-40.3% |
| Admin fee / account holder | $7,311 | $6,945+5.3% | $8,285-11.8% | $6,918+5.7% |