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 | $76,652 | $62,672+22.3% | $185,117-58.6% | $70,131+9.3% |
| Participation rate | 88.9% | 63.8%+25.1pp | 77.3%+11.6pp | 69.5%+19.3pp |
| Annual return | 22.21% | 40.79%-18.6pp | 40.50%-18.3pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,127 | $1,753+21.3% | $4,182-49.1% | $2,342-9.2% |
| Participant deferral / active EE | $5,825 | $3,272+78.0% | $5,045+15.5% | $3,332+74.8% |
| Admin fee / account holder | $1,085 | $3,932-72.4% | $8,159-86.7% | $4,645-76.7% |