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 | $60,037 | $62,573-4.1% | $85,682-29.9% | $85,850-30.1% |
| Participation rate | 74.4% | 61.1%+13.2pp | 69.9%+4.5pp | 69.3%+5.0pp |
| Annual return | 25.30% | 23.77%+1.5pp | 21.49%+3.8pp | 318.53%-293.2pp |
| Employer contribution / active EE | $2,425 | $1,757+38.0% | $2,618-7.4% | $2,565-5.5% |
| Participant deferral / active EE | $4,654 | $2,802+66.1% | $3,923+18.6% | $3,952+17.8% |
| Admin fee / account holder | $689 | $4,640-85.2% | $6,873-90.0% | $6,260-89.0% |