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 | $73,673 | $96,557-23.7% | $80,975-9.0% | $273,961-73.1% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 6.74% | 15.14%-8.4pp | 17.10%-10.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,892 | $4,868-40.6% | $3,714-22.1% | $4,869-40.6% |
| Participant deferral / active EE | $7,992 | $6,598+21.1% | $5,696+40.3% | $5,287+51.2% |
| Admin fee / account holder | $27,142 | $7,492+262.3% | $5,516+392.1% | $10,132+167.9% |