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 | $72,379 | $58,627+23.5% | $76,735-5.7% | $82,448-12.2% |
| Participation rate | 96.7% | 63.2%+33.5pp | 69.5%+27.2pp | 68.1%+28.7pp |
| Annual return | 20.18% | 39.10%-18.9pp | 29.77%-9.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,277 | $1,729+31.7% | $2,454-7.2% | $2,551-10.7% |
| Participant deferral / active EE | $4,832 | $3,134+54.2% | $4,088+18.2% | $4,139+16.7% |
| Admin fee / account holder | $11,827 | $5,323+122.2% | $7,189+64.5% | $7,234+63.5% |