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 | $69,497 | $73,933-6.0% | $96,683-28.1% | $75,163-7.5% |
| Participation rate | 96.7% | 66.4%+30.3pp | 74.3%+22.4pp | 67.2%+29.5pp |
| Annual return | 23.54% | 26.70%-3.2pp | 35.69%-12.2pp | 160.62%-137.1pp |
| Employer contribution / active EE | $3,720 | $2,928+27.1% | $3,737-0.5% | $2,670+39.3% |
| Participant deferral / active EE | $5,106 | $3,659+39.6% | $4,878+4.7% | $4,125+23.8% |
| Admin fee / account holder | $10,317 | $5,216+97.8% | $6,730+53.3% | $5,651+82.6% |