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 | $67,069 | $80,673-16.9% | $101,326-33.8% | $84,808-20.9% |
| Participation rate | 98.7% | 77.8%+20.9pp | 81.5%+17.2pp | 68.3%+30.4pp |
| Annual return | 15.04% | 38.95%-23.9pp | 36.82%-21.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,458 | $2,698+28.2% | $3,665-5.6% | $2,631+31.5% |
| Participant deferral / active EE | $6,372 | $6,840-6.8% | $7,994-20.3% | $4,212+51.3% |
| Admin fee / account holder | $1,993 | $12,784-84.4% | $11,185-82.2% | $7,344-72.9% |