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 | $76,734 | $65,365+17.4% | $92,893-17.4% | $72,985+5.1% |
| Participation rate | 95.6% | 68.3%+27.3pp | 76.0%+19.6pp | 69.5%+26.1pp |
| Annual return | 18.39% | 42.10%-23.7pp | 109.41%-91.0pp | 81.00%-62.6pp |
| Employer contribution / active EE | $4,305 | $2,594+66.0% | $3,653+17.9% | $2,440+76.5% |
| Participant deferral / active EE | $3,658 | $3,128+16.9% | $4,236-13.6% | $3,607+1.4% |
| Admin fee / account holder | $834 | $4,251-80.4% | $5,794-85.6% | $5,124-83.7% |