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 | $65,943 | $99,985-34.0% | $146,665-55.0% | $85,850-23.2% |
| Participation rate | 84.3% | 73.1%+11.2pp | 80.1%+4.2pp | 69.3%+15.0pp |
| Annual return | 15.16% | 18.93%-3.8pp | 22.74%-7.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,404 | $2,559-6.0% | $4,136-41.9% | $2,565-6.3% |
| Participant deferral / active EE | $7,013 | $4,006+75.1% | $5,506+27.4% | $3,952+77.5% |
| Admin fee / account holder | $8,840 | $7,702+14.8% | $10,280-14.0% | $6,260+41.2% |