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 | $72,034 | $72,277-0.3% | $101,248-28.9% | $79,858-9.8% |
| Participation rate | 96.7% | 68.5%+28.3pp | 75.8%+20.9pp | 69.6%+27.1pp |
| Annual return | 18.14% | 22.30%-4.2pp | 46.47%-28.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $3,180 | $2,692+18.2% | $3,660-13.1% | $2,471+28.7% |
| Participant deferral / active EE | $6,320 | $3,282+92.6% | $4,370+44.6% | $3,740+69.0% |
| Admin fee / account holder | $746 | $4,400-83.0% | $5,945-87.5% | $5,306-85.9% |