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 | $61,734 | $64,348-4.1% | $90,160-31.5% | $70,131-12.0% |
| Participation rate | 95.2% | 70.4%+24.8pp | 76.9%+18.4pp | 69.5%+25.7pp |
| Annual return | 16.11% | 28.13%-12.0pp | 34.88%-18.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $4,800 | $2,046+134.7% | $3,318+44.7% | $2,342+104.9% |
| Participant deferral / active EE | $14,157 | $4,389+222.6% | $5,288+167.7% | $3,332+324.9% |
| Admin fee / account holder | $4,655 | $3,944+18.0% | $5,943-21.7% | $4,645+0.2% |