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 | $75,930 | $87,013-12.7% | $106,213-28.5% | $80,856-6.1% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.3%+21.4pp | 67.6%+29.1pp |
| Annual return | 19.94% | 17.05%+2.9pp | 116.14%-96.2pp | 35.59%-15.7pp |
| Employer contribution / active EE | $3,420 | $2,395+42.8% | $3,171+7.8% | $2,755+24.1% |
| Participant deferral / active EE | $5,027 | $3,986+26.1% | $5,016+0.2% | $4,296+17.0% |
| Admin fee / account holder | $10,307 | $8,431+22.2% | $11,033-6.6% | $6,918+49.0% |