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 | $75,470 | $71,050+6.2% | $93,606-19.4% | $80,856-6.7% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.6%+7.4pp |
| Annual return | 14.12% | 11.26%+2.9pp | 133.20%-119.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,090 | $1,564+33.6% | $2,420-13.6% | $2,755-24.1% |
| Participant deferral / active EE | $4,283 | $4,034+6.2% | $4,411-2.9% | $4,296-0.3% |
| Admin fee / account holder | $1,702 | $6,945-75.5% | $8,285-79.5% | $6,918-75.4% |