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 | $79,510 | $83,477-4.8% | $125,175-36.5% | $72,985+8.9% |
| Participation rate | 96.6% | 73.3%+23.3pp | 79.8%+16.8pp | 69.5%+27.1pp |
| Annual return | 25.19% | 25.78%-0.6pp | 43.79%-18.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $4,000 | $2,345+70.6% | $3,865+3.5% | $2,440+63.9% |
| Participant deferral / active EE | $7,552 | $3,585+110.6% | $4,937+53.0% | $3,607+109.3% |
| Admin fee / account holder | $7,042 | $5,517+27.6% | $9,702-27.4% | $5,124+37.4% |