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 | $66,406 | $72,277-8.1% | $101,248-34.4% | $79,858-16.8% |
| Participation rate | 98.2% | 68.5%+29.7pp | 75.8%+22.4pp | 69.6%+28.5pp |
| Annual return | 12.83% | 22.30%-9.5pp | 46.47%-33.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $5,209 | $2,692+93.5% | $3,660+42.3% | $2,471+110.8% |
| Participant deferral / active EE | $5,041 | $3,282+53.6% | $4,370+15.4% | $3,740+34.8% |
| Admin fee / account holder | $5,934 | $4,400+34.9% | $5,945-0.2% | $5,306+11.8% |