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 | $73,445 | $54,762+34.1% | $90,281-18.6% | $72,985+0.6% |
| Participation rate | 97.2% | 65.1%+32.0pp | 73.3%+23.9pp | 69.5%+27.7pp |
| Annual return | 17.09% | 30.63%-13.5pp | 78.10%-61.0pp | 81.00%-63.9pp |
| Employer contribution / active EE | $4,544 | $2,092+117.2% | $2,854+59.2% | $2,440+86.3% |
| Participant deferral / active EE | $7,898 | $2,887+173.6% | $3,885+103.3% | $3,607+118.9% |
| Admin fee / account holder | $4,070 | $3,972+2.5% | $5,351-23.9% | $5,124-20.6% |