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 | $81,882 | $78,705+4.0% | $117,854-30.5% | $70,131+16.8% |
| Participation rate | 82.2% | 73.2%+9.0pp | 79.7%+2.5pp | 69.5%+12.7pp |
| Annual return | 18.07% | 23.30%-5.2pp | 335.08%-317.0pp | 73.14%-55.1pp |
| Employer contribution / active EE | $2,184 | $2,223-1.8% | $3,786-42.3% | $2,342-6.8% |
| Participant deferral / active EE | $4,079 | $3,297+23.7% | $4,482-9.0% | $3,332+22.4% |
| Admin fee / account holder | $7,895 | $5,065+55.9% | $8,020-1.6% | $4,645+70.0% |