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 | $72,263 | $62,672+15.3% | $185,117-61.0% | $70,131+3.0% |
| Participation rate | 94.9% | 63.8%+31.1pp | 77.3%+17.7pp | 69.5%+25.4pp |
| Annual return | 19.33% | 40.79%-21.5pp | 40.50%-21.2pp | 73.14%-53.8pp |
| Employer contribution / active EE | $4,109 | $1,753+134.4% | $4,182-1.7% | $2,342+75.4% |
| Participant deferral / active EE | $9,097 | $3,272+178.1% | $5,045+80.3% | $3,332+173.0% |
| Admin fee / account holder | $11,957 | $3,932+204.1% | $8,159+46.5% | $4,645+157.4% |