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 | $56,032 | $63,355-11.6% | $91,989-39.1% | $72,985-23.2% |
| Participation rate | 84.1% | 72.5%+11.6pp | 78.6%+5.5pp | 69.5%+14.6pp |
| Annual return | 24.68% | 35.35%-10.7pp | 69.02%-44.3pp | 81.00%-56.3pp |
| Employer contribution / active EE | $3,851 | $2,116+82.0% | $3,452+11.6% | $2,440+57.8% |
| Participant deferral / active EE | $7,678 | $4,883+57.2% | $5,923+29.6% | $3,607+112.8% |
| Admin fee / account holder | $6,965 | $4,668+49.2% | $7,743-10.1% | $5,124+35.9% |