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 | $68,657 | $87,013-21.1% | $106,213-35.4% | $80,856-15.1% |
| Participation rate | 74.0% | 70.4%+3.6pp | 75.3%-1.3pp | 67.6%+6.4pp |
| Annual return | 15.10% | 17.05%-2.0pp | 116.14%-101.0pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,848 | $2,395+102.4% | $3,171+52.9% | $2,755+76.0% |
| Participant deferral / active EE | $3,874 | $3,986-2.8% | $5,016-22.8% | $4,296-9.8% |
| Admin fee / account holder | $13,522 | $8,431+60.4% | $11,033+22.6% | $6,918+95.5% |