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 | $44,946 | $48,076-6.5% | $78,689-42.9% | $62,891-28.5% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 6.60% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,137 | $2,015+55.7% | $2,851+10.1% | $2,281+37.5% |
| Participant deferral / active EE | $7,178 | $2,588+177.4% | $3,517+104.1% | $3,203+124.1% |
| Admin fee / account holder | $856 | $3,207-73.3% | $4,510-81.0% | $4,296-80.1% |