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 | $71,717 | $76,367-6.1% | $93,606-23.4% | $72,985-1.7% |
| Participation rate | 97.6% | 71.7%+25.9pp | 75.8%+21.8pp | 69.5%+28.1pp |
| Annual return | 20.96% | 25.82%-4.9pp | 32.76%-11.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,390 | $2,275+49.0% | $2,718+24.7% | $2,440+38.9% |
| Participant deferral / active EE | $3,638 | $3,538+2.8% | $4,069-10.6% | $3,607+0.8% |
| Admin fee / account holder | $7,332 | $6,838+7.2% | $7,888-7.1% | $5,124+43.1% |