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 | $75,758 | $69,977+8.3% | $108,579-30.2% | $62,891+20.5% |
| Participation rate | 90.7% | 72.9%+17.8pp | 79.6%+11.1pp | 69.3%+21.4pp |
| Annual return | 7.20% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $7,647 | $2,135+258.2% | $3,758+103.5% | $2,281+235.2% |
| Participant deferral / active EE | $6,906 | $3,165+118.2% | $4,311+60.2% | $3,203+115.6% |
| Admin fee / account holder | $5,719 | $5,076+12.7% | $7,645-25.2% | $4,296+33.1% |