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 | $72,915 | $74,927-2.7% | $101,794-28.4% | $84,808-14.0% |
| Participation rate | 86.3% | 61.4%+24.9pp | 69.2%+17.1pp | 68.3%+18.0pp |
| Annual return | 14.76% | 18.70%-3.9pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,174 | $1,522+42.8% | $2,289-5.0% | $2,631-17.4% |
| Participant deferral / active EE | $4,424 | $3,099+42.7% | $4,084+8.3% | $4,212+5.0% |
| Admin fee / account holder | $7,790 | $6,514+19.6% | $8,777-11.2% | $7,344+6.1% |