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 | $62,687 | $63,114-0.7% | $92,893-32.5% | $65,185-3.8% |
| Participation rate | 93.1% | 68.8%+24.3pp | 76.0%+17.1pp | 70.2%+22.9pp |
| Annual return | 26.33% | 28.75%-2.4pp | 109.41%-83.1pp | 29.38%-3.1pp |
| Employer contribution / active EE | $4,204 | $2,571+63.5% | $3,653+15.1% | $2,177+93.1% |
| Participant deferral / active EE | $4,835 | $3,108+55.6% | $4,236+14.1% | $3,514+37.6% |
| Admin fee / account holder | $826 | $624+32.5% | $5,794-85.7% | $847-2.5% |