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 | $77,540 | $94,625-18.1% | $116,228-33.3% | $84,808-8.6% |
| Participation rate | 78.9% | 70.4%+8.5pp | 74.6%+4.4pp | 68.3%+10.6pp |
| Annual return | 17.56% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,334 | $2,347-0.5% | $2,994-22.1% | $2,631-11.3% |
| Participant deferral / active EE | $5,915 | $3,972+48.9% | $4,953+19.4% | $4,212+40.5% |
| Admin fee / account holder | $15,101 | $10,091+49.6% | $11,989+26.0% | $7,344+105.6% |