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 | $68,842 | $106,749-35.5% | $145,433-52.7% | $82,448-16.5% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 24.76% | 27.59%-2.8pp | 66.58%-41.8pp | 41.64%-16.9pp |
| Employer contribution / active EE | $8,432 | $3,444+144.8% | $4,554+85.1% | $2,551+230.5% |
| Participant deferral / active EE | $11,933 | $6,519+83.1% | $7,897+51.1% | $4,139+188.3% |
| Admin fee / account holder | $7,630 | $8,390-9.1% | $13,129-41.9% | $7,234+5.5% |