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 | $72,356 | $81,460-11.2% | $103,333-30.0% | $80,856-10.5% |
| Participation rate | 81.8% | 66.8%+15.0pp | 74.5%+7.3pp | 67.6%+14.2pp |
| Annual return | 33.68% | 25.55%+8.1pp | 24.88%+8.8pp | 35.59%-1.9pp |
| Employer contribution / active EE | $3,688 | $3,105+18.8% | $3,868-4.7% | $2,755+33.9% |
| Participant deferral / active EE | $7,032 | $3,869+81.8% | $5,057+39.0% | $4,296+63.7% |
| Admin fee / account holder | $10,320 | $6,566+57.2% | $8,355+23.5% | $6,918+49.2% |