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 | $71,363 | $80,968-11.9% | $96,544-26.1% | $75,163-5.1% |
| Participation rate | 96.6% | 71.8%+24.8pp | 76.0%+20.6pp | 67.2%+29.4pp |
| Annual return | 20.48% | 27.06%-6.6pp | 25.84%-5.4pp | 160.62%-140.1pp |
| Employer contribution / active EE | $5,929 | $2,282+159.8% | $2,965+100.0% | $2,670+122.1% |
| Participant deferral / active EE | $7,300 | $3,928+85.8% | $4,851+50.5% | $4,125+77.0% |
| Admin fee / account holder | $11,266 | $6,724+67.5% | $8,252+36.5% | $5,651+99.4% |