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 | $78,875 | $74,927+5.3% | $101,794-22.5% | $84,808-7.0% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.2%+27.6pp | 68.3%+28.5pp |
| Annual return | 13.28% | 18.70%-5.4pp | 30.53%-17.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $4,271 | $1,522+180.7% | $2,289+86.6% | $2,631+62.3% |
| Participant deferral / active EE | $6,950 | $3,099+124.2% | $4,084+70.2% | $4,212+65.0% |
| Admin fee / account holder | $32,285 | $6,514+395.6% | $8,777+267.8% | $7,344+339.6% |