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 | $71,209 | $81,460-12.6% | $103,333-31.1% | $80,856-11.9% |
| Participation rate | 95.1% | 66.8%+28.2pp | 74.5%+20.6pp | 67.6%+27.4pp |
| Annual return | 22.92% | 25.55%-2.6pp | 24.88%-2.0pp | 35.59%-12.7pp |
| Employer contribution / active EE | $3,633 | $3,105+17.0% | $3,868-6.1% | $2,755+31.9% |
| Participant deferral / active EE | $8,561 | $3,869+121.3% | $5,057+69.3% | $4,296+99.3% |
| Admin fee / account holder | $2,275 | $6,566-65.4% | $8,355-72.8% | $6,918-67.1% |