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 | $76,753 | $81,248-5.5% | $155,509-50.6% | $80,856-5.1% |
| Participation rate | 93.9% | 66.2%+27.7pp | 78.2%+15.8pp | 67.6%+26.3pp |
| Annual return | 12.78% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,321 | $3,100+7.1% | $4,672-28.9% | $2,755+20.5% |
| Participant deferral / active EE | $9,440 | $3,452+173.5% | $5,626+67.8% | $4,296+119.8% |
| Admin fee / account holder | $2,583 | $7,997-67.7% | $15,912-83.8% | $6,918-62.7% |