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 | $72,240 | $58,512+23.5% | $84,015-14.0% | $72,985-1.0% |
| Participation rate | 80.9% | 61.2%+19.6pp | 69.0%+11.8pp | 69.5%+11.4pp |
| Annual return | 19.50% | 28.93%-9.4pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,034 | $1,163+74.9% | $1,983+2.5% | $2,440-16.6% |
| Participant deferral / active EE | $4,600 | $2,394+92.2% | $3,239+42.0% | $3,607+27.5% |
| Admin fee / account holder | $2,819 | $4,569-38.3% | $6,101-53.8% | $5,124-45.0% |