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 | $69,546 | $65,365+6.4% | $92,893-25.1% | $72,985-4.7% |
| Participation rate | 98.9% | 68.3%+30.6pp | 76.0%+22.9pp | 69.5%+29.4pp |
| Annual return | 21.51% | 42.10%-20.6pp | 109.41%-87.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $6,277 | $2,594+142.0% | $3,653+71.8% | $2,440+157.3% |
| Participant deferral / active EE | $3,643 | $3,128+16.5% | $4,236-14.0% | $3,607+1.0% |
| Admin fee / account holder | $2,787 | $4,251-34.5% | $5,794-51.9% | $5,124-45.6% |