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 | $68,125 | $69,362-1.8% | $101,248-32.7% | $73,488-7.3% |
| Participation rate | 90.2% | 68.4%+21.8pp | 75.8%+14.4pp | 70.7%+19.5pp |
| Annual return | 16.76% | 18.46%-1.7pp | 46.47%-29.7pp | 28.51%-11.8pp |
| Employer contribution / active EE | $5,168 | $2,628+96.6% | $3,660+41.2% | $2,270+127.6% |
| Participant deferral / active EE | $3,953 | $3,300+19.8% | $4,370-9.5% | $3,740+5.7% |
| Admin fee / account holder | $969 | $704+37.8% | $5,945-83.7% | $513+89.0% |