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 | $82,939 | $95,803-13.4% | $113,168-26.7% | $84,808-2.2% |
| Participation rate | 88.2% | 72.9%+15.4pp | 76.6%+11.7pp | 68.3%+19.9pp |
| Annual return | 30.31% | 25.00%+5.3pp | 24.27%+6.0pp | 40.90%-10.6pp |
| Employer contribution / active EE | $3,720 | $2,360+57.6% | $2,975+25.0% | $2,631+41.4% |
| Participant deferral / active EE | $6,876 | $4,242+62.1% | $5,107+34.6% | $4,212+63.3% |
| Admin fee / account holder | $633 | $8,989-93.0% | $12,068-94.8% | $7,344-91.4% |