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 | $59,515 | $72,277-17.7% | $101,248-41.2% | $79,858-25.5% |
| Participation rate | 84.4% | 68.5%+16.0pp | 75.8%+8.6pp | 69.6%+14.8pp |
| Annual return | 12.33% | 22.30%-10.0pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,726 | $2,692+1.3% | $3,660-25.5% | $2,471+10.3% |
| Participant deferral / active EE | $6,165 | $3,282+87.9% | $4,370+41.1% | $3,740+64.9% |
| Admin fee / account holder | $4,729 | $4,400+7.5% | $5,945-20.5% | $5,306-10.9% |