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 | $76,785 | $62,573+22.7% | $85,682-10.4% | $85,850-10.6% |
| Participation rate | 90.5% | 61.1%+29.3pp | 69.9%+20.6pp | 69.3%+21.2pp |
| Annual return | 19.76% | 23.77%-4.0pp | 21.49%-1.7pp | 318.53%-298.8pp |
| Employer contribution / active EE | $3,101 | $1,757+76.5% | $2,618+18.4% | $2,565+20.9% |
| Participant deferral / active EE | $8,331 | $2,802+197.3% | $3,923+112.4% | $3,952+110.8% |
| Admin fee / account holder | $2,921 | $4,640-37.0% | $6,873-57.5% | $6,260-53.3% |