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 | $80,559 | $72,277+11.5% | $101,248-20.4% | $79,858+0.9% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 21.08% | 22.30%-1.2pp | 46.47%-25.4pp | 31.71%-10.6pp |
| Employer contribution / active EE | $8,904 | $2,692+230.8% | $3,660+143.3% | $2,471+260.4% |
| Participant deferral / active EE | $4,128 | $3,282+25.8% | $4,370-5.5% | $3,740+10.4% |
| Admin fee / account holder | $8,409 | $4,400+91.1% | $5,945+41.4% | $5,306+58.5% |