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 | $70,481 | $67,606+4.3% | $82,313-14.4% | $70,131+0.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.3pp |
| Annual return | 16.16% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $931 | $1,755-47.0% | $2,428-61.7% | $2,342-60.3% |
| Participant deferral / active EE | $3,785 | $2,987+26.7% | $3,706+2.1% | $3,332+13.6% |
| Admin fee / account holder | $7,296 | $4,512+61.7% | $5,608+30.1% | $4,645+57.1% |