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 | $84,058 | $78,705+6.8% | $117,854-28.7% | $70,131+19.9% |
| Participation rate | 81.4% | 73.2%+8.2pp | 79.7%+1.7pp | 69.5%+11.9pp |
| Annual return | 20.06% | 23.30%-3.2pp | 335.08%-315.0pp | 73.14%-53.1pp |
| Employer contribution / active EE | $630 | $2,223-71.7% | $3,786-83.4% | $2,342-73.1% |
| Participant deferral / active EE | $3,668 | $3,297+11.2% | $4,482-18.2% | $3,332+10.1% |
| Admin fee / account holder | $11,280 | $5,065+122.7% | $8,020+40.7% | $4,645+142.8% |