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 | $79,869 | $80,968-1.4% | $96,544-17.3% | $75,163+6.3% |
| Participation rate | 78.0% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.8pp |
| Annual return | 18.28% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,015 | $2,282+75.9% | $2,965+35.4% | $2,670+50.4% |
| Participant deferral / active EE | $9,177 | $3,928+133.6% | $4,851+89.2% | $4,125+122.5% |
| Admin fee / account holder | $13,479 | $6,724+100.5% | $8,252+63.3% | $5,651+138.5% |