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 | $74,940 | $68,547+9.3% | $120,354-37.7% | $80,856-7.3% |
| Participation rate | 70.6% | 61.6%+9.0pp | 71.9%-1.3pp | 67.6%+3.0pp |
| Annual return | 13.02% | 23.60%-10.6pp | 107.15%-94.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,761 | $2,051+83.3% | $3,463+8.6% | $2,755+36.5% |
| Participant deferral / active EE | $4,312 | $3,173+35.9% | $4,991-13.6% | $4,296+0.4% |
| Admin fee / account holder | $72,792 | $5,732+1169.9% | $9,423+672.5% | $6,918+952.2% |