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 | $70,771 | $59,839+18.3% | $81,983-13.7% | $79,858-11.4% |
| Participation rate | 86.4% | 61.6%+24.8pp | 69.2%+17.2pp | 69.6%+16.8pp |
| Annual return | 17.08% | 17.56%-0.5pp | 41.31%-24.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,535 | $1,713+106.3% | $2,498+41.5% | $2,471+43.1% |
| Participant deferral / active EE | $6,277 | $2,695+132.9% | $3,722+68.6% | $3,740+67.8% |
| Admin fee / account holder | $4,279 | $4,287-0.2% | $5,664-24.4% | $5,306-19.4% |