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 | $77,558 | $86,929-10.8% | $102,423-24.3% | $80,856-4.1% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+25.9pp |
| Annual return | 15.48% | 18.88%-3.4pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $6,329 | $2,369+167.1% | $3,023+109.3% | $2,755+129.7% |
| Participant deferral / active EE | $7,471 | $4,118+81.4% | $5,053+47.9% | $4,296+73.9% |
| Admin fee / account holder | $13,191 | $8,049+63.9% | $9,451+39.6% | $6,918+90.7% |