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 | $84,206 | $68,547+22.8% | $120,354-30.0% | $80,856+4.1% |
| Participation rate | 96.7% | 61.6%+35.1pp | 71.9%+24.8pp | 67.6%+29.0pp |
| Annual return | 28.28% | 23.60%+4.7pp | 107.15%-78.9pp | 35.59%-7.3pp |
| Employer contribution / active EE | $1,401 | $2,051-31.7% | $3,463-59.5% | $2,755-49.1% |
| Participant deferral / active EE | $2,826 | $3,173-11.0% | $4,991-43.4% | $4,296-34.2% |
| Admin fee / account holder | $10,959 | $5,732+91.2% | $9,423+16.3% | $6,918+58.4% |