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 | $55,475 | $95,803-42.1% | $113,168-51.0% | $84,808-34.6% |
| Participation rate | 84.0% | 72.9%+11.1pp | 76.6%+7.4pp | 68.3%+15.7pp |
| Annual return | 15.20% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,281 | $2,360+39.0% | $2,975+10.3% | $2,631+24.7% |
| Participant deferral / active EE | $4,734 | $4,242+11.6% | $5,107-7.3% | $4,212+12.4% |
| Admin fee / account holder | $4,253 | $8,989-52.7% | $12,068-64.8% | $7,344-42.1% |