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 | $66,181 | $57,065+16.0% | $75,670-12.5% | $70,131-5.6% |
| Participation rate | 88.2% | 68.1%+20.1pp | 72.3%+15.9pp | 69.5%+18.7pp |
| Annual return | 14.53% | 23.57%-9.0pp | 27.34%-12.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $6,875 | $1,817+278.5% | $2,352+192.3% | $2,342+193.5% |
| Participant deferral / active EE | $3,493 | $2,580+35.4% | $3,142+11.2% | $3,332+4.8% |
| Admin fee / account holder | $3,163 | $3,825-17.3% | $5,800-45.5% | $4,645-31.9% |