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 | $78,776 | $74,927+5.1% | $101,794-22.6% | $84,808-7.1% |
| Participation rate | 91.1% | 61.4%+29.7pp | 69.2%+21.9pp | 68.3%+22.8pp |
| Annual return | 23.27% | 18.70%+4.6pp | 30.53%-7.3pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,557 | $1,522+68.0% | $2,289+11.7% | $2,631-2.8% |
| Participant deferral / active EE | $10,290 | $3,099+232.0% | $4,084+152.0% | $4,212+144.3% |
| Admin fee / account holder | $3,515 | $6,514-46.0% | $8,777-59.9% | $7,344-52.1% |