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 | $70,840 | $89,753-21.1% | $107,525-34.1% | $84,808-16.5% |
| Participation rate | 81.6% | 68.1%+13.6pp | 75.1%+6.6pp | 68.3%+13.3pp |
| Annual return | 17.43% | 29.48%-12.1pp | 181.32%-163.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,103 | $3,113-0.4% | $3,754-17.3% | $2,631+17.9% |
| Participant deferral / active EE | $7,219 | $4,056+78.0% | $5,116+41.1% | $4,212+71.4% |
| Admin fee / account holder | $15,468 | $7,222+114.2% | $8,919+73.4% | $7,344+110.6% |