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 | $73,082 | $86,891-15.9% | $142,449-48.7% | $75,163-2.8% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.8%+6.6pp | 67.2%+16.1pp |
| Annual return | 15.98% | 23.31%-7.3pp | 19.99%-4.0pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,163 | $3,355-5.7% | $4,847-34.7% | $2,670+18.5% |
| Participant deferral / active EE | $8,781 | $4,938+77.8% | $6,283+39.7% | $4,125+112.9% |
| Admin fee / account holder | $13,874 | $7,299+90.1% | $10,011+38.6% | $5,651+145.5% |