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 | $33,601 | $109,881-69.4% | $150,045-77.6% | $84,808-60.4% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 34.45% | 28.25%+6.2pp | 62.55%-28.1pp | 40.90%-6.4pp |
| Employer contribution / active EE | $4,917 | $3,561+38.1% | $4,693+4.8% | $2,631+86.9% |
| Participant deferral / active EE | $10,046 | $6,636+51.4% | $7,997+25.6% | $4,212+138.5% |
| Admin fee / account holder | $8,824 | $8,568+3.0% | $13,435-34.3% | $7,344+20.2% |