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 | $72,171 | $65,365+10.4% | $92,893-22.3% | $72,985-1.1% |
| Participation rate | 97.4% | 68.3%+29.1pp | 76.0%+21.4pp | 69.5%+27.9pp |
| Annual return | 23.60% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $4,087 | $2,594+57.5% | $3,653+11.9% | $2,440+67.5% |
| Participant deferral / active EE | $5,872 | $3,128+87.7% | $4,236+38.6% | $3,607+62.8% |
| Admin fee / account holder | $1,473 | $4,251-65.3% | $5,794-74.6% | $5,124-71.3% |