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 | $68,743 | $55,706+23.4% | $75,886-9.4% | $72,985-5.8% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.3%+27.5pp | 69.5%+27.3pp |
| Annual return | 17.36% | 27.59%-10.2pp | 30.76%-13.4pp | 81.00%-63.6pp |
| Employer contribution / active EE | $4,127 | $1,687+144.7% | $2,500+65.1% | $2,440+69.2% |
| Participant deferral / active EE | $5,622 | $2,634+113.5% | $3,603+56.0% | $3,607+55.8% |
| Admin fee / account holder | $6,540 | $3,978+64.4% | $5,418+20.7% | $5,124+27.6% |