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 | $69,009 | $73,787-6.5% | $98,716-30.1% | $82,448-16.3% |
| Participation rate | 76.9% | 61.4%+15.5pp | 69.3%+7.6pp | 68.1%+8.9pp |
| Annual return | 26.75% | 18.57%+8.2pp | 31.81%-5.1pp | 41.64%-14.9pp |
| Employer contribution / active EE | $3,220 | $1,511+113.1% | $2,279+41.3% | $2,551+26.2% |
| Participant deferral / active EE | $4,303 | $3,081+39.6% | $4,048+6.3% | $4,139+4.0% |
| Admin fee / account holder | $459 | $6,500-92.9% | $8,703-94.7% | $7,234-93.7% |