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 | $75,357 | $72,277+4.3% | $101,248-25.6% | $79,858-5.6% |
| Participation rate | 93.5% | 68.5%+25.1pp | 75.8%+17.7pp | 69.6%+23.9pp |
| Annual return | 18.00% | 22.30%-4.3pp | 46.47%-28.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $6,077 | $2,692+125.8% | $3,660+66.0% | $2,471+145.9% |
| Participant deferral / active EE | $3,167 | $3,282-3.5% | $4,370-27.5% | $3,740-15.3% |
| Admin fee / account holder | $4,851 | $4,400+10.2% | $5,945-18.4% | $5,306-8.6% |