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 | $75,960 | $106,749-28.8% | $145,433-47.8% | $82,448-7.9% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,864 | $3,444+70.2% | $4,554+28.7% | $2,551+129.9% |
| Participant deferral / active EE | $8,648 | $6,519+32.7% | $7,897+9.5% | $4,139+108.9% |
| Admin fee / account holder | $1,591 | $8,390-81.0% | $13,129-87.9% | $7,234-78.0% |