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 | $60,145 | $95,453-37.0% | $112,040-46.3% | $82,448-27.1% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 23.32% | 23.92%-0.6pp | 24.52%-1.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $4,096 | $2,318+76.7% | $2,954+38.7% | $2,551+60.6% |
| Participant deferral / active EE | $10,708 | $4,224+153.5% | $5,098+110.1% | $4,139+158.7% |
| Admin fee / account holder | $4,786 | $9,013-46.9% | $12,098-60.4% | $7,234-33.8% |