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 | $77,634 | $71,057+9.3% | $93,654-17.1% | $80,874-4.0% |
| Participation rate | 98.5% | 60.4%+38.1pp | 68.7%+29.8pp | 67.6%+30.9pp |
| Annual return | 14.60% | 11.26%+3.3pp | 133.34%-118.7pp | 35.62%-21.0pp |
| Employer contribution / active EE | $2,009 | $1,564+28.4% | $2,421-17.0% | $2,756-27.1% |
| Participant deferral / active EE | $4,617 | $4,034+14.4% | $4,413+4.6% | $4,297+7.4% |
| Admin fee / account holder | $11,915 | $6,944+71.6% | $8,282+43.9% | $6,935+71.8% |