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 | $70,143 | $74,927-6.4% | $101,794-31.1% | $84,808-17.3% |
| Participation rate | 96.8% | 61.4%+35.4pp | 69.2%+27.6pp | 68.3%+28.5pp |
| Annual return | 16.27% | 18.70%-2.4pp | 30.53%-14.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $5,586 | $1,522+267.1% | $2,289+144.0% | $2,631+112.3% |
| Participant deferral / active EE | $4,164 | $3,099+34.3% | $4,084+1.9% | $4,212-1.1% |
| Admin fee / account holder | $1,638 | $6,514-74.9% | $8,777-81.3% | $7,344-77.7% |