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 | $72,180 | $73,787-2.2% | $98,716-26.9% | $82,448-12.5% |
| Participation rate | 96.7% | 61.4%+35.3pp | 69.3%+27.4pp | 68.1%+28.6pp |
| Annual return | 19.12% | 18.57%+0.6pp | 31.81%-12.7pp | 41.64%-22.5pp |
| Employer contribution / active EE | $10,113 | $1,511+569.2% | $2,279+343.8% | $2,551+296.4% |
| Participant deferral / active EE | $6,799 | $3,081+120.6% | $4,048+68.0% | $4,139+64.3% |
| Admin fee / account holder | $1,833 | $6,500-71.8% | $8,703-78.9% | $7,234-74.7% |