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 | $71,254 | $56,054+27.1% | $171,082-58.4% | $62,891+13.3% |
| Participation rate | 96.9% | 62.9%+34.0pp | 76.7%+20.2pp | 69.3%+27.6pp |
| Annual return | 7.69% | 22.52%-14.8pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,956 | $1,731+128.5% | $4,002-1.2% | $2,281+73.4% |
| Participant deferral / active EE | $2,121 | $3,158-32.8% | $4,797-55.8% | $3,203-33.8% |
| Admin fee / account holder | $4,609 | $3,647+26.4% | $8,520-45.9% | $4,296+7.3% |