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 | $67,268 | $88,360-23.9% | $145,433-53.7% | $67,986-1.1% |
| Participation rate | 95.9% | 65.5%+30.4pp | 82.1%+13.7pp | 57.2%+38.7pp |
| Annual return | 61.06% | 63.15%-2.1pp | 66.58%-5.5pp | 31.67%+29.4pp |
| Employer contribution / active EE | $4,315 | $3,054+41.3% | $4,554-5.3% | $2,019+113.7% |
| Participant deferral / active EE | $9,631 | $5,932+62.4% | $7,897+21.9% | $3,358+186.8% |
| Admin fee / account holder | $7,608 | $3,313+129.6% | $13,129-42.0% | $3,203+137.5% |