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 | $74,167 | $65,365+13.5% | $92,893-20.2% | $72,985+1.6% |
| Participation rate | 85.9% | 68.3%+17.6pp | 76.0%+9.9pp | 69.5%+16.4pp |
| Annual return | 24.34% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,107 | $2,594-18.8% | $3,653-42.3% | $2,440-13.6% |
| Participant deferral / active EE | $6,808 | $3,128+117.6% | $4,236+60.7% | $3,607+88.7% |
| Admin fee / account holder | $2,677 | $4,251-37.0% | $5,794-53.8% | $5,124-47.8% |