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 | $69,689 | $59,101+17.9% | $77,163-9.7% | $75,163-7.3% |
| Participation rate | 95.2% | 63.9%+31.4pp | 69.6%+25.7pp | 67.2%+28.0pp |
| Annual return | 23.75% | 26.71%-3.0pp | 37.87%-14.1pp | 160.62%-136.9pp |
| Employer contribution / active EE | $2,623 | $1,995+31.5% | $2,535+3.5% | $2,670-1.8% |
| Participant deferral / active EE | $5,400 | $2,999+80.0% | $3,833+40.9% | $4,125+30.9% |
| Admin fee / account holder | $2,277 | $4,774-52.3% | $5,472-58.4% | $5,651-59.7% |