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 | $75,374 | $69,977+7.7% | $108,579-30.6% | $62,891+19.8% |
| Participation rate | 72.0% | 72.9%-0.9pp | 79.6%-7.6pp | 69.3%+2.7pp |
| Annual return | 14.66% | 10.73%+3.9pp | -51.70%+66.4pp | 20.14%-5.5pp |
| Employer contribution / active EE | $1,576 | $2,135-26.2% | $3,758-58.1% | $2,281-30.9% |
| Participant deferral / active EE | $3,858 | $3,165+21.9% | $4,311-10.5% | $3,203+20.4% |
| Admin fee / account holder | $10,905 | $5,076+114.8% | $7,645+42.6% | $4,296+153.9% |