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 | $65,132 | $54,762+18.9% | $90,281-27.9% | $72,985-10.8% |
| Participation rate | 89.9% | 65.1%+24.7pp | 73.3%+16.6pp | 69.5%+20.4pp |
| Annual return | 21.58% | 30.63%-9.1pp | 78.10%-56.5pp | 81.00%-59.4pp |
| Employer contribution / active EE | $2,712 | $2,092+29.6% | $2,854-5.0% | $2,440+11.2% |
| Participant deferral / active EE | $7,925 | $2,887+174.5% | $3,885+104.0% | $3,607+119.7% |
| Admin fee / account holder | $7,015 | $3,972+76.6% | $5,351+31.1% | $5,124+36.9% |