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 | $55,828 | $67,411-17.2% | $91,001-38.7% | $70,131-20.4% |
| Participation rate | 96.7% | 71.4%+25.3pp | 75.6%+21.1pp | 69.5%+27.1pp |
| Annual return | 16.22% | -40.16%+56.4pp | 4.60%+11.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,573 | $1,786+44.1% | $2,456+4.8% | $2,342+9.9% |
| Participant deferral / active EE | $5,470 | $2,823+93.8% | $3,547+54.2% | $3,332+64.2% |
| Admin fee / account holder | $690 | $4,236-83.7% | $5,417-87.3% | $4,645-85.2% |