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 | $65,159 | $72,492-10.1% | $87,100-25.2% | $72,985-10.7% |
| Participation rate | 93.6% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.1pp |
| Annual return | 18.45% | 24.46%-6.0pp | 28.19%-9.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,353 | $1,894+24.3% | $2,521-6.7% | $2,440-3.5% |
| Participant deferral / active EE | $5,488 | $3,270+67.9% | $4,049+35.6% | $3,607+52.1% |
| Admin fee / account holder | $10,277 | $5,055+103.3% | $7,497+37.1% | $5,124+100.6% |