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 | $65,989 | $55,706+18.5% | $75,886-13.0% | $72,985-9.6% |
| Participation rate | 92.7% | 61.1%+31.6pp | 69.3%+23.4pp | 69.5%+23.2pp |
| Annual return | 23.13% | 27.59%-4.5pp | 30.76%-7.6pp | 81.00%-57.9pp |
| Employer contribution / active EE | $3,887 | $1,687+130.4% | $2,500+55.4% | $2,440+59.3% |
| Participant deferral / active EE | $3,327 | $2,634+26.3% | $3,603-7.6% | $3,607-7.8% |
| Admin fee / account holder | $1,946 | $3,978-51.1% | $5,418-64.1% | $5,124-62.0% |