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 | $92,453 | $78,705+17.5% | $117,854-21.6% | $70,131+31.8% |
| Participation rate | 85.1% | 73.2%+11.9pp | 79.7%+5.4pp | 69.5%+15.5pp |
| Annual return | 17.47% | 23.30%-5.8pp | 335.08%-317.6pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,775 | $2,223-20.2% | $3,786-53.1% | $2,342-24.2% |
| Participant deferral / active EE | $3,008 | $3,297-8.8% | $4,482-32.9% | $3,332-9.7% |
| Admin fee / account holder | $757 | $5,065-85.1% | $8,020-90.6% | $4,645-83.7% |