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 | $76,492 | $86,286-11.4% | $111,297-31.3% | $85,850-10.9% |
| Participation rate | 98.2% | 73.3%+24.9pp | 77.3%+20.9pp | 69.3%+28.9pp |
| Annual return | 16.38% | 19.99%-3.6pp | 54.65%-38.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $3,021 | $2,043+47.9% | $2,731+10.6% | $2,565+17.8% |
| Participant deferral / active EE | $7,436 | $3,641+104.3% | $4,487+65.7% | $3,952+88.2% |
| Admin fee / account holder | $9,573 | $8,188+16.9% | $7,964+20.2% | $6,260+52.9% |