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 | $84,675 | $72,277+17.2% | $101,248-16.4% | $79,858+6.0% |
| Participation rate | 94.9% | 68.5%+26.5pp | 75.8%+19.1pp | 69.6%+25.3pp |
| Annual return | 20.22% | 22.30%-2.1pp | 46.47%-26.3pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,967 | $2,692-26.9% | $3,660-46.2% | $2,471-20.4% |
| Participant deferral / active EE | $4,944 | $3,282+50.7% | $4,370+13.1% | $3,740+32.2% |
| Admin fee / account holder | $9,472 | $4,400+115.3% | $5,945+59.3% | $5,306+78.5% |