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 | $75,125 | $80,717-6.9% | $154,803-51.5% | $84,808-11.4% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+20.0pp | 68.3%+29.7pp |
| Annual return | 15.77% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $2,349 | $2,761-14.9% | $4,305-45.4% | $2,631-10.7% |
| Participant deferral / active EE | $4,306 | $3,303+30.4% | $5,540-22.3% | $4,212+2.2% |
| Admin fee / account holder | $12,198 | $6,746+80.8% | $14,329-14.9% | $7,344+66.1% |