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 | $67,534 | $89,355-24.4% | $141,162-52.2% | $72,985-7.5% |
| Participation rate | 82.0% | 75.1%+6.9pp | 82.5%-0.5pp | 69.5%+12.5pp |
| Annual return | 25.25% | 111.85%-86.6pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $5,445 | $3,114+74.8% | $4,735+15.0% | $2,440+123.2% |
| Participant deferral / active EE | $4,481 | $5,418-17.3% | $6,709-33.2% | $3,607+24.2% |
| Admin fee / account holder | $3,627 | $5,958-39.1% | $10,261-64.7% | $5,124-29.2% |