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 | $68,067 | $81,460-16.4% | $103,333-34.1% | $80,856-15.8% |
| Participation rate | 97.4% | 66.8%+30.6pp | 74.5%+22.9pp | 67.6%+29.8pp |
| Annual return | 12.98% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,974 | $3,105+28.0% | $3,868+2.7% | $2,755+44.2% |
| Participant deferral / active EE | $7,633 | $3,869+97.3% | $5,057+50.9% | $4,296+77.7% |
| Admin fee / account holder | $11,193 | $6,566+70.5% | $8,355+34.0% | $6,918+61.8% |