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 | $69,882 | $70,475-0.8% | $100,516-30.5% | $79,858-12.5% |
| Participation rate | 98.3% | 73.7%+24.7pp | 79.4%+18.9pp | 69.6%+28.7pp |
| Annual return | 35.20% | 21.90%+13.3pp | 30.89%+4.3pp | 31.71%+3.5pp |
| Employer contribution / active EE | $2,195 | $2,165+1.4% | $3,418-35.8% | $2,471-11.2% |
| Participant deferral / active EE | $10,676 | $5,181+106.1% | $6,270+70.3% | $3,740+185.5% |
| Admin fee / account holder | $4,320 | $4,478-3.5% | $8,081-46.5% | $5,306-18.6% |