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 | $95,803-20.8% | $113,168-32.9% | $84,808-10.5% |
| Participation rate | 91.5% | 72.9%+18.7pp | 76.6%+15.0pp | 68.3%+23.2pp |
| Annual return | 13.86% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,075 | $2,360+30.3% | $2,975+3.4% | $2,631+16.9% |
| Participant deferral / active EE | $5,345 | $4,242+26.0% | $5,107+4.7% | $4,212+26.9% |
| Admin fee / account holder | $3,774 | $8,989-58.0% | $12,068-68.7% | $7,344-48.6% |