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 | $72,617 | $64,480+12.6% | $81,382-10.8% | $80,856-10.2% |
| Participation rate | 97.1% | 63.9%+33.2pp | 69.5%+27.6pp | 67.6%+29.5pp |
| Annual return | 38.77% | 16.34%+22.4pp | 24.73%+14.0pp | 35.59%+3.2pp |
| Employer contribution / active EE | $2,840 | $1,978+43.6% | $2,463+15.3% | $2,755+3.1% |
| Participant deferral / active EE | $4,675 | $3,094+51.1% | $3,883+20.4% | $4,296+8.8% |
| Admin fee / account holder | $1,702 | $5,671-70.0% | $5,768-70.5% | $6,918-75.4% |