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 | $72,109 | $79,944-9.8% | $98,439-26.7% | $75,163-4.1% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.2%+22.7pp | 67.2%+30.7pp |
| Annual return | 16.49% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,209 | $2,264+41.7% | $3,048+5.3% | $2,670+20.2% |
| Participant deferral / active EE | $5,112 | $3,752+36.3% | $4,738+7.9% | $4,125+23.9% |
| Admin fee / account holder | $1,429 | $6,840-79.1% | $8,948-84.0% | $5,651-74.7% |