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 | $73,578 | $70,475+4.4% | $100,516-26.8% | $79,858-7.9% |
| Participation rate | 97.5% | 73.7%+23.8pp | 79.4%+18.1pp | 69.6%+27.9pp |
| Annual return | 49.63% | 21.90%+27.7pp | 30.89%+18.7pp | 31.71%+17.9pp |
| Employer contribution / active EE | $5,548 | $2,165+156.3% | $3,418+62.3% | $2,471+124.5% |
| Participant deferral / active EE | $12,946 | $5,181+149.9% | $6,270+106.5% | $3,740+246.1% |
| Admin fee / account holder | $2,719 | $4,478-39.3% | $8,081-66.3% | $5,306-48.8% |