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 | $75,281 | $74,927+0.5% | $101,794-26.0% | $84,808-11.2% |
| Participation rate | 82.7% | 61.4%+21.3pp | 69.2%+13.5pp | 68.3%+14.4pp |
| Annual return | 14.54% | 18.70%-4.2pp | 30.53%-16.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,474 | $1,522+259.7% | $2,289+139.2% | $2,631+108.1% |
| Participant deferral / active EE | $4,052 | $3,099+30.8% | $4,084-0.8% | $4,212-3.8% |
| Admin fee / account holder | $17,831 | $6,514+173.7% | $8,777+103.2% | $7,344+142.8% |