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 | $72,825 | $70,475+3.3% | $100,516-27.5% | $79,858-8.8% |
| Participation rate | 88.0% | 73.7%+14.3pp | 79.4%+8.6pp | 69.6%+18.4pp |
| Annual return | 15.19% | 21.90%-6.7pp | 30.89%-15.7pp | 31.71%-16.5pp |
| Employer contribution / active EE | $2,912 | $2,165+34.5% | $3,418-14.8% | $2,471+17.9% |
| Participant deferral / active EE | $9,774 | $5,181+88.7% | $6,270+55.9% | $3,740+161.3% |
| Admin fee / account holder | $5,248 | $4,478+17.2% | $8,081-35.1% | $5,306-1.1% |