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 | $76,627 | $77,314-0.9% | $177,989-56.9% | $80,856-5.2% |
| Participation rate | 82.9% | 65.7%+17.2pp | 77.1%+5.8pp | 67.6%+15.3pp |
| Annual return | 17.11% | 18.09%-1.0pp | 294.48%-277.4pp | 35.59%-18.5pp |
| Employer contribution / active EE | $1,807 | $2,292-21.1% | $3,949-54.2% | $2,755-34.4% |
| Participant deferral / active EE | $7,726 | $4,411+75.2% | $6,276+23.1% | $4,296+79.8% |
| Admin fee / account holder | $659 | $7,191-90.8% | $10,363-93.6% | $6,918-90.5% |