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 | $79,551 | $87,013-8.6% | $106,213-25.1% | $80,856-1.6% |
| Participation rate | 97.0% | 70.4%+26.6pp | 75.3%+21.7pp | 67.6%+29.4pp |
| Annual return | 19.01% | 17.05%+2.0pp | 116.14%-97.1pp | 35.59%-16.6pp |
| Employer contribution / active EE | $3,108 | $2,395+29.8% | $3,171-2.0% | $2,755+12.8% |
| Participant deferral / active EE | $5,913 | $3,986+48.4% | $5,016+17.9% | $4,296+37.6% |
| Admin fee / account holder | $7,545 | $8,431-10.5% | $11,033-31.6% | $6,918+9.1% |