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 | $74,697 | $43,075+73.4% | $74,583+0.2% | $62,891+18.8% |
| Participation rate | 74.0% | 58.1%+15.9pp | 68.1%+5.9pp | 69.3%+4.7pp |
| Annual return | 9.09% | 17.50%-8.4pp | 20.47%-11.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $3,460 | $1,498+131.0% | $2,525+37.0% | $2,281+51.7% |
| Participant deferral / active EE | $8,253 | $2,389+245.4% | $3,458+138.7% | $3,203+157.7% |
| Admin fee / account holder | $5,115 | $2,840+80.1% | $4,138+23.6% | $4,296+19.1% |