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 | $61,970 | $54,762+13.2% | $90,281-31.4% | $72,985-15.1% |
| Participation rate | 95.0% | 65.1%+29.9pp | 73.3%+21.7pp | 69.5%+25.5pp |
| Annual return | 26.01% | 30.63%-4.6pp | 78.10%-52.1pp | 81.00%-55.0pp |
| Employer contribution / active EE | $3,411 | $2,092+63.0% | $2,854+19.5% | $2,440+39.8% |
| Participant deferral / active EE | $4,765 | $2,887+65.1% | $3,885+22.6% | $3,607+32.1% |
| Admin fee / account holder | $19,942 | $3,972+402.1% | $5,351+272.7% | $5,124+289.2% |