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 | $88,272 | $81,460+8.4% | $103,333-14.6% | $80,856+9.2% |
| Participation rate | 74.4% | 66.8%+7.6pp | 74.5%-0.1pp | 67.6%+6.8pp |
| Annual return | 37.36% | 25.55%+11.8pp | 24.88%+12.5pp | 35.59%+1.8pp |
| Employer contribution / active EE | $4,033 | $3,105+29.9% | $3,868+4.3% | $2,755+46.4% |
| Participant deferral / active EE | $7,695 | $3,869+98.9% | $5,057+52.2% | $4,296+79.1% |
| Admin fee / account holder | $4,994 | $6,566-23.9% | $8,355-40.2% | $6,918-27.8% |