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 | $76,804 | $64,480+19.1% | $81,382-5.6% | $80,856-5.0% |
| Participation rate | 96.0% | 63.9%+32.1pp | 69.5%+26.5pp | 67.6%+28.4pp |
| Annual return | 11.76% | 16.34%-4.6pp | 24.73%-13.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $4,040 | $1,978+104.2% | $2,463+64.1% | $2,755+46.7% |
| Participant deferral / active EE | $9,408 | $3,094+204.1% | $3,883+142.3% | $4,296+119.0% |
| Admin fee / account holder | $690 | $5,671-87.8% | $5,768-88.0% | $6,918-90.0% |