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 | $68,313 | $60,892+12.2% | $82,389-17.1% | $84,808-19.4% |
| Participation rate | 96.3% | 63.3%+33.0pp | 69.5%+26.7pp | 68.3%+28.0pp |
| Annual return | 17.05% | 37.29%-20.2pp | 28.67%-11.6pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,689 | $1,779+332.1% | $2,517+205.5% | $2,631+192.2% |
| Participant deferral / active EE | $8,500 | $3,179+167.4% | $4,155+104.6% | $4,212+101.8% |
| Admin fee / account holder | $3,776 | $5,467-30.9% | $7,231-47.8% | $7,344-48.6% |