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 | $75,529 | $72,012+4.9% | $185,823-59.4% | $79,858-5.4% |
| Participation rate | 74.1% | 65.8%+8.3pp | 78.0%-4.0pp | 69.6%+4.4pp |
| Annual return | 18.12% | 23.12%-5.0pp | 35.95%-17.8pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,228 | $1,965+13.4% | $4,087-45.5% | $2,471-9.8% |
| Participant deferral / active EE | $7,037 | $3,779+86.2% | $5,632+24.9% | $3,740+88.1% |
| Admin fee / account holder | $12,246 | $4,513+171.4% | $9,500+28.9% | $5,306+130.8% |