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 | $60,313 | $65,365-7.7% | $92,893-35.1% | $72,985-17.4% |
| Participation rate | 92.3% | 68.3%+24.0pp | 76.0%+16.3pp | 69.5%+22.8pp |
| Annual return | 22.82% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $6,085 | $2,594+134.6% | $3,653+66.6% | $2,440+149.4% |
| Participant deferral / active EE | $4,228 | $3,128+35.2% | $4,236-0.2% | $3,607+17.2% |
| Admin fee / account holder | $2,958 | $4,251-30.4% | $5,794-48.9% | $5,124-42.3% |