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 | $71,851 | $58,851+22.1% | $115,157-37.6% | $72,985-1.6% |
| Participation rate | 93.9% | 65.5%+28.4pp | 75.9%+18.0pp | 69.5%+24.5pp |
| Annual return | 25.55% | 23.16%+2.4pp | 35.60%-10.0pp | 81.00%-55.4pp |
| Employer contribution / active EE | $753 | $1,798-58.1% | $3,179-76.3% | $2,440-69.1% |
| Participant deferral / active EE | $3,710 | $2,643+40.4% | $4,168-11.0% | $3,607+2.8% |
| Admin fee / account holder | $5,076 | $6,370-20.3% | $7,088-28.4% | $5,124-1.0% |