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 | $32,891 | $76,367-56.9% | $93,606-64.9% | $72,985-54.9% |
| Participation rate | 95.1% | 71.7%+23.3pp | 75.8%+19.2pp | 69.5%+25.6pp |
| Annual return | 29.69% | 25.82%+3.9pp | 32.76%-3.1pp | 81.00%-51.3pp |
| Employer contribution / active EE | $5,859 | $2,275+157.5% | $2,718+115.6% | $2,440+140.1% |
| Participant deferral / active EE | $9,342 | $3,538+164.0% | $4,069+129.6% | $3,607+159.0% |
| Admin fee / account holder | $2,858 | $6,838-58.2% | $7,888-63.8% | $5,124-44.2% |