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 | $76,950 | $72,177+6.6% | $115,037-33.1% | $59,632+29.0% |
| Participation rate | 84.1% | 72.6%+11.6pp | 81.4%+2.8pp | 68.7%+15.5pp |
| Annual return | 3.65% | 12.02%-8.4pp | 26.14%-22.5pp | 2041.28%-2037.6pp |
| Employer contribution / active EE | $2,388 | $2,841-16.0% | $4,608-48.2% | $2,203+8.4% |
| Participant deferral / active EE | $6,750 | $4,783+41.1% | $6,026+12.0% | $3,192+111.5% |
| Admin fee / account holder | $2,647 | $4,927-46.3% | $8,175-67.6% | $4,297-38.4% |