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 | $71,660 | $57,590+24.4% | $86,233-16.9% | $82,448-13.1% |
| Participation rate | 84.6% | 57.9%+26.8pp | 69.0%+15.6pp | 68.1%+16.5pp |
| Annual return | 19.99% | 22.41%-2.4pp | 61.39%-41.4pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,260 | $1,655+96.9% | $2,504+30.2% | $2,551+27.8% |
| Participant deferral / active EE | $5,594 | $3,080+81.6% | $4,559+22.7% | $4,139+35.2% |
| Admin fee / account holder | $4,929 | $4,730+4.2% | $8,342-40.9% | $7,234-31.9% |