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 | $69,698 | $86,286-19.2% | $111,297-37.4% | $85,850-18.8% |
| Participation rate | 97.1% | 73.3%+23.7pp | 77.3%+19.7pp | 69.3%+27.7pp |
| Annual return | 21.39% | 19.99%+1.4pp | 54.65%-33.3pp | 318.53%-297.1pp |
| Employer contribution / active EE | $3,393 | $2,043+66.1% | $2,731+24.2% | $2,565+32.3% |
| Participant deferral / active EE | $7,029 | $3,641+93.1% | $4,487+56.7% | $3,952+77.9% |
| Admin fee / account holder | $2,257 | $8,188-72.4% | $7,964-71.7% | $6,260-63.9% |