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 | $69,999 | $76,367-8.3% | $93,606-25.2% | $72,985-4.1% |
| Participation rate | 95.3% | 71.7%+23.6pp | 75.8%+19.5pp | 69.5%+25.9pp |
| Annual return | 25.17% | 25.82%-0.6pp | 32.76%-7.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $2,701 | $2,275+18.7% | $2,718-0.6% | $2,440+10.7% |
| Participant deferral / active EE | $4,936 | $3,538+39.5% | $4,069+21.3% | $3,607+36.8% |
| Admin fee / account holder | $881 | $6,838-87.1% | $7,888-88.8% | $5,124-82.8% |