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 | $56,908 | $80,968-29.7% | $96,544-41.1% | $75,163-24.3% |
| Participation rate | 80.8% | 71.8%+9.0pp | 76.0%+4.8pp | 67.2%+13.6pp |
| Annual return | 33.39% | 27.06%+6.3pp | 25.84%+7.6pp | 160.62%-127.2pp |
| Employer contribution / active EE | $3,103 | $2,282+36.0% | $2,965+4.6% | $2,670+16.2% |
| Participant deferral / active EE | $3,935 | $3,928+0.2% | $4,851-18.9% | $4,125-4.6% |
| Admin fee / account holder | $11,017 | $6,724+63.8% | $8,252+33.5% | $5,651+95.0% |