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 | $66,048 | $56,277+17.4% | $80,975-18.4% | $62,891+5.0% |
| Participation rate | 96.0% | 69.0%+27.0pp | 75.8%+20.2pp | 69.3%+26.7pp |
| Annual return | 8.19% | 22.12%-13.9pp | 17.10%-8.9pp | 20.14%-12.0pp |
| Employer contribution / active EE | $683 | $1,943-64.8% | $3,714-81.6% | $2,281-70.1% |
| Participant deferral / active EE | $5,519 | $4,195+31.6% | $5,696-3.1% | $3,203+72.3% |
| Admin fee / account holder | $3,556 | $3,741-4.9% | $5,516-35.5% | $4,296-17.2% |