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 | $62,953 | $109,359-42.4% | $162,163-61.2% | $72,985-13.7% |
| Participation rate | 90.3% | 84.3%+6.1pp | 87.6%+2.8pp | 69.5%+20.8pp |
| Annual return | 21.56% | 25.46%-3.9pp | 115.59%-94.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $3,821 | $3,907-2.2% | $5,614-31.9% | $2,440+56.6% |
| Participant deferral / active EE | $7,467 | $5,481+36.2% | $7,298+2.3% | $3,607+107.0% |
| Admin fee / account holder | $23,777 | $7,972+198.3% | $10,843+119.3% | $5,124+364.0% |