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 | $78,534 | $65,041+20.7% | $90,951-13.7% | $79,858-1.7% |
| Participation rate | 73.7% | 61.6%+12.1pp | 69.0%+4.7pp | 69.6%+4.1pp |
| Annual return | 11.72% | 30.45%-18.7pp | 134.60%-122.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,165 | $1,247+73.6% | $2,122+2.0% | $2,471-12.4% |
| Participant deferral / active EE | $2,666 | $2,512+6.1% | $3,373-21.0% | $3,740-28.7% |
| Admin fee / account holder | $2,902 | $4,536-36.0% | $5,959-51.3% | $5,306-45.3% |