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 | $70,110 | $58,523+19.8% | $99,443-29.5% | $72,985-3.9% |
| Participation rate | 96.0% | 64.6%+31.4pp | 73.8%+22.2pp | 69.5%+26.5pp |
| Annual return | 33.56% | 28.51%+5.1pp | 30.72%+2.8pp | 81.00%-47.4pp |
| Employer contribution / active EE | $4,088 | $1,512+170.4% | $2,540+61.0% | $2,440+67.5% |
| Participant deferral / active EE | $7,832 | $2,606+200.5% | $3,619+116.4% | $3,607+117.1% |
| Admin fee / account holder | $2,047 | $4,102-50.1% | $6,250-67.2% | $5,124-60.0% |