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 | $68,837 | $74,927-8.1% | $101,794-32.4% | $84,808-18.8% |
| Participation rate | 85.4% | 61.4%+24.0pp | 69.2%+16.2pp | 68.3%+17.1pp |
| Annual return | 44.34% | 18.70%+25.6pp | 30.53%+13.8pp | 40.90%+3.4pp |
| Employer contribution / active EE | $2,301 | $1,522+51.2% | $2,289+0.5% | $2,631-12.5% |
| Participant deferral / active EE | $4,654 | $3,099+50.2% | $4,084+13.9% | $4,212+10.5% |
| Admin fee / account holder | $5,228 | $6,514-19.7% | $8,777-40.4% | $7,344-28.8% |