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 | $75,952 | $80,717-5.9% | $154,803-50.9% | $84,808-10.4% |
| Participation rate | 83.3% | 66.8%+16.5pp | 78.1%+5.3pp | 68.3%+15.0pp |
| Annual return | 20.32% | 37.96%-17.6pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $5,573 | $2,761+101.8% | $4,305+29.4% | $2,631+111.8% |
| Participant deferral / active EE | $3,376 | $3,303+2.2% | $5,540-39.1% | $4,212-19.8% |
| Admin fee / account holder | $1,002 | $6,746-85.1% | $14,329-93.0% | $7,344-86.4% |