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 | $80,403 | $95,803-16.1% | $113,168-29.0% | $84,808-5.2% |
| Participation rate | 97.7% | 72.9%+24.9pp | 76.6%+21.2pp | 68.3%+29.4pp |
| Annual return | 18.40% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $6,793 | $2,360+187.9% | $2,975+128.3% | $2,631+158.2% |
| Participant deferral / active EE | $7,643 | $4,242+80.2% | $5,107+49.7% | $4,212+81.5% |
| Admin fee / account holder | $15,507 | $8,989+72.5% | $12,068+28.5% | $7,344+111.2% |