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 | $56,728 | $39,122+45.0% | $57,179-0.8% | $62,891-9.8% |
| Participation rate | 90.0% | 70.5%+19.5pp | 75.3%+14.7pp | 69.3%+20.7pp |
| Annual return | 20.55% | 9.23%+11.3pp | 14.59%+6.0pp | 20.14%+0.4pp |
| Employer contribution / active EE | $3,358 | $1,874+79.2% | $2,682+25.2% | $2,281+47.2% |
| Participant deferral / active EE | $6,914 | $2,374+191.3% | $3,096+123.3% | $3,203+115.9% |
| Admin fee / account holder | $6,188 | $2,592+138.7% | $3,139+97.1% | $4,296+44.1% |