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 | $72,130 | $63,764+13.1% | $81,930-12.0% | $79,858-9.7% |
| Participation rate | 95.4% | 67.5%+27.9pp | 72.0%+23.4pp | 69.6%+25.8pp |
| Annual return | 12.01% | 22.66%-10.6pp | 29.49%-17.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $6,945 | $1,795+286.9% | $4,310+61.1% | $2,471+181.1% |
| Participant deferral / active EE | $6,097 | $2,780+119.3% | $7,107-14.2% | $3,740+63.0% |
| Admin fee / account holder | $9,836 | $4,426+122.2% | $5,158+90.7% | $5,306+85.4% |