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 | $73,081 | $77,314-5.5% | $177,989-58.9% | $80,856-9.6% |
| Participation rate | 98.1% | 65.7%+32.4pp | 77.1%+21.0pp | 67.6%+30.4pp |
| Annual return | 21.17% | 18.09%+3.1pp | 294.48%-273.3pp | 35.59%-14.4pp |
| Employer contribution / active EE | $1,694 | $2,292-26.1% | $3,949-57.1% | $2,755-38.5% |
| Participant deferral / active EE | $5,301 | $4,411+20.2% | $6,276-15.5% | $4,296+23.4% |
| Admin fee / account holder | $577 | $7,191-92.0% | $10,363-94.4% | $6,918-91.7% |