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 | $67,757 | $80,968-16.3% | $96,544-29.8% | $75,163-9.9% |
| Participation rate | 90.1% | 71.8%+18.4pp | 76.0%+14.2pp | 67.2%+22.9pp |
| Annual return | 18.39% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,170 | $2,282+38.9% | $2,965+6.9% | $2,670+18.7% |
| Participant deferral / active EE | $10,004 | $3,928+154.7% | $4,851+106.2% | $4,125+142.5% |
| Admin fee / account holder | $13,375 | $6,724+98.9% | $8,252+62.1% | $5,651+136.7% |