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 | $77,532 | $78,705-1.5% | $117,854-34.2% | $70,131+10.6% |
| Participation rate | 97.4% | 73.2%+24.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 19.27% | 23.30%-4.0pp | 335.08%-315.8pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,313 | $2,223+94.0% | $3,786+13.9% | $2,342+84.1% |
| Participant deferral / active EE | $7,555 | $3,297+129.1% | $4,482+68.6% | $3,332+126.8% |
| Admin fee / account holder | $3,389 | $5,065-33.1% | $8,020-57.7% | $4,645-27.1% |