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 | $75,920 | $95,453-20.5% | $112,040-32.2% | $82,448-7.9% |
| Participation rate | 91.5% | 72.8%+18.8pp | 76.5%+15.0pp | 68.1%+23.5pp |
| Annual return | 13.86% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $3,075 | $2,318+32.7% | $2,954+4.1% | $2,551+20.5% |
| Participant deferral / active EE | $5,345 | $4,224+26.6% | $5,098+4.9% | $4,139+29.1% |
| Admin fee / account holder | $3,774 | $9,013-58.1% | $12,098-68.8% | $7,234-47.8% |