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 | $60,892+18.9% | $82,389-12.1% | $84,808-14.7% |
| Participation rate | 96.7% | 63.3%+33.5pp | 69.5%+27.2pp | 68.3%+28.4pp |
| Annual return | 20.18% | 37.29%-17.1pp | 28.67%-8.5pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,277 | $1,779+28.0% | $2,517-9.5% | $2,631-13.4% |
| Participant deferral / active EE | $4,832 | $3,179+52.0% | $4,155+16.3% | $4,212+14.7% |
| Admin fee / account holder | $11,827 | $5,467+116.3% | $7,231+63.6% | $7,344+61.0% |