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 | $60,879 | $95,416-36.2% | $185,823-67.2% | $85,850-29.1% |
| Participation rate | 94.3% | 68.8%+25.5pp | 81.7%+12.6pp | 69.3%+25.0pp |
| Annual return | 14.90% | 23.59%-8.7pp | 122.05%-107.2pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,217 | $3,314-2.9% | $5,167-37.7% | $2,565+25.4% |
| Participant deferral / active EE | $10,291 | $3,423+200.6% | $5,568+84.8% | $3,952+160.4% |
| Admin fee / account holder | $7,447 | $7,213+3.2% | $16,237-54.1% | $6,260+19.0% |