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 | $73,482 | $63,346+16.0% | $92,233-20.3% | $70,131+4.8% |
| Participation rate | 89.5% | 68.7%+20.8pp | 76.5%+13.0pp | 69.5%+19.9pp |
| Annual return | 16.55% | 530.12%-513.6pp | 176.28%-159.7pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,434 | $2,471-1.5% | $3,679-33.8% | $2,342+3.9% |
| Participant deferral / active EE | $2,923 | $2,854+2.4% | $3,897-25.0% | $3,332-12.3% |
| Admin fee / account holder | $680 | $3,840-82.3% | $5,194-86.9% | $4,645-85.4% |