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 | $77,445 | $70,475+9.9% | $100,516-23.0% | $79,858-3.0% |
| Participation rate | 86.8% | 73.7%+13.2pp | 79.4%+7.4pp | 69.6%+17.2pp |
| Annual return | 16.02% | 21.90%-5.9pp | 30.89%-14.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,898 | $2,165+80.1% | $3,418+14.1% | $2,471+57.8% |
| Participant deferral / active EE | $8,776 | $5,181+69.4% | $6,270+40.0% | $3,740+134.7% |
| Admin fee / account holder | $7,076 | $4,478+58.0% | $8,081-12.4% | $5,306+33.4% |