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 | $78,956 | $72,277+9.2% | $101,248-22.0% | $79,858-1.1% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 17.40% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,578 | $2,692+70.1% | $3,660+25.1% | $2,471+85.3% |
| Participant deferral / active EE | $2,603 | $3,282-20.7% | $4,370-40.4% | $3,740-30.4% |
| Admin fee / account holder | $577 | $4,400-86.9% | $5,945-90.3% | $5,306-89.1% |