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 7-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 | $71,234 | $65,041+9.5% | $90,951-21.7% | $79,858-10.8% |
| Participation rate | 76.0% | 61.6%+14.4pp | 69.0%+7.0pp | 69.6%+6.4pp |
| Annual return | 11.89% | 30.45%-18.6pp | 134.60%-122.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $852 | $1,247-31.7% | $2,122-59.9% | $2,471-65.5% |
| Participant deferral / active EE | $3,469 | $2,512+38.1% | $3,373+2.8% | $3,740-7.3% |
| Admin fee / account holder | $7,190 | $4,536+58.5% | $5,959+20.7% | $5,306+35.5% |