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 | $78,464 | $80,968-3.1% | $96,544-18.7% | $75,163+4.4% |
| Participation rate | 92.4% | 71.8%+20.7pp | 76.0%+16.5pp | 67.2%+25.2pp |
| Annual return | 20.59% | 27.06%-6.5pp | 25.84%-5.2pp | 160.62%-140.0pp |
| Employer contribution / active EE | $4,562 | $2,282+99.9% | $2,965+53.9% | $2,670+70.9% |
| Participant deferral / active EE | $8,974 | $3,928+128.5% | $4,851+85.0% | $4,125+117.6% |
| Admin fee / account holder | $10,111 | $6,724+50.4% | $8,252+22.5% | $5,651+78.9% |