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 | $78,737 | $78,422+0.4% | $95,952-17.9% | $79,858-1.4% |
| Participation rate | 82.1% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.5pp |
| Annual return | 17.96% | 19.37%-1.4pp | 91.61%-73.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $2,701 | $1,945+38.8% | $2,541+6.3% | $2,471+9.3% |
| Participant deferral / active EE | $4,063 | $3,440+18.1% | $4,167-2.5% | $3,740+8.6% |
| Admin fee / account holder | $7,849 | $5,622+39.6% | $6,795+15.5% | $5,306+47.9% |