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 | $47,867 | $80,968-40.9% | $96,544-50.4% | $75,163-36.3% |
| Participation rate | 86.1% | 71.8%+14.3pp | 76.0%+10.1pp | 67.2%+18.9pp |
| Annual return | 13.75% | 27.06%-13.3pp | 25.84%-12.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $3,271 | $2,282+43.3% | $2,965+10.3% | $2,670+22.5% |
| Participant deferral / active EE | $2,304 | $3,928-41.3% | $4,851-52.5% | $4,125-44.1% |
| Admin fee / account holder | $6,039 | $6,724-10.2% | $8,252-26.8% | $5,651+6.9% |