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 | $75,906 | $70,428+7.8% | $96,562-21.4% | $85,850-11.6% |
| Participation rate | 85.4% | 61.8%+23.6pp | 69.8%+15.6pp | 69.3%+16.1pp |
| Annual return | 19.60% | 18.59%+1.0pp | 37.78%-18.2pp | 318.53%-298.9pp |
| Employer contribution / active EE | $1,319 | $1,413-6.7% | $2,356-44.0% | $2,565-48.6% |
| Participant deferral / active EE | $5,741 | $2,894+98.4% | $3,849+49.2% | $3,952+45.3% |
| Admin fee / account holder | $397 | $4,997-92.1% | $6,181-93.6% | $6,260-93.7% |