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 | $111,308 | $60,349+84.4% | $74,183+50.0% | $62,891+77.0% |
| Participation rate | 98.9% | 72.7%+26.1pp | 76.6%+22.2pp | 69.3%+29.5pp |
| Annual return | 7.03% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,149 | $1,680-31.6% | $2,370-51.5% | $2,281-49.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,999 | $4,261+40.8% | $5,586+7.4% | $4,296+39.7% |